$225MM AUM | $1.5MM GDC in Wellington, FL

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Wellington, FL, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000
# of Accounts
450
Avg Client Age
60
Overview

Loooking to buy geographicly close books. Have been manager at EF Hutton, Prudential Securites, and Raymond James. Have added younger FA and want to scale practice.

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