$51MM AUM | $255,000 GDC in Lubbock, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
418 days old
General
Compatibility
Location
Lubbock, TX, US
Listing Type
Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$51,000,000.00
Gross Revenue
$255,000.00
# of Accounts
677
Avg Client Age
68
Overview

Advisor Listing - $51MM AUM Merge/Succession/Continuity Opportunity in Lubbock, TX

License CFP Designee since 1996. Financial Planning BS degree from TTU in 1993. Looking for like minded individual(s) to build a multi producer firm, or merge into one.

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