$4MM AUM | $40,000 GDC in Marietta, GA

Market
Advisor
Member Level
Basic
Last Activity
this month
Listing Age
233 days old
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Marietta, GA, US
Fee 0% Commission 100%
Gross Revenue
$40,000.00
# of Accounts
6
Avg Client Age
61
Overview

Newly independent advisor, I'm looking for a merge or to help with a succession plan for an advisor transitioning to retirement or out bringing on a partner.

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