Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
808 days old
General
Location
Indianapolis, IN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$350,000.00
# of Accounts
500
Avg Client Age
57
Overview

I am looking to expand my existing book of business by purchasing an existing Financial Advisors current book of business. I work for a large wirehouse and would like to ACAT the clients over here.

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