$62MM AUM | $400,000 GDC in Lewisburg, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
345 days old
General
Compatibility
Location
Lewisburg, PA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
1,500
Avg Client Age
58
Overview

I am a young (30) independent adviser with 7 years of experience focused on expanding my practice with like-minded professionals and/or providing succession opportunities for senior advisers looking for an exit strategy. 3 years ago my partner and I left a large captive agency insurance company to start an independent firm. I've helped my senior partner convert from commission to fee-based business model and modernize our operations. Our firm is a financial planning firm first and foremost. We believe in operating our business on a foundation of service rather than sales. We offer a combination of commission and fee-based products as well as insurance products.

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