$167MM AUM | $1.2MM GDC in Alpharetta, GA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
500 days old
General
Location
Alpharetta, GA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$167,400,000.00
Gross Revenue
$1,152,000.00
# of Accounts
293
Avg Client Age
64
Overview

I am a young financial planner with 16 years of experience looking to leverage my experience in helping advisors with a succession plan for their practices. My goal is to continue to assist others who are looking to retire.

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