$2.6MM AUM | $3,600 GDC in Fredericksburg, VA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
473 days old
General
Location
Fredericksburg, VA, US
Listing Type
Find Successor | Continuity
Fee 0% Commission 100%
AUM
$2,600,000.00
Gross Revenue
$3,600.00
# of Accounts
30
Avg Client Age
60
Overview

My business is comprised of strictly mutual funds. I’m strictly commission based. I’m using Succession Link to network with other advisors as I’m only interested in setting up a continuity plan at some point in the future. I’m not looking to sell my business within the next 5 years.

The ideal advisor would need to be local to Fredericksburg, VA or within a 10 mile radius of Fredericksburg, VA. The ideal person would need a series 6 & 63 license.

**Listing numbers only reflect my financial advisory side. I also have an accounting/tax side that generates other income.

See my CPA Market listing here: (place URL here)

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...