$120MM AUM | $1.1MM GDC in Tucson, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
419 days old
General
Location
Tucson, AZ, US
Listing Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$1,050,000.00
# of Accounts
520
Avg Client Age
55,150
Overview

Looking for a compliant clean junior adviser with a minimum of $100,000 in annual fee based GDC that would join my Broker Dealer, Commonwealth Financial Network. The adviser would share office expenses and potentially become a partner with future succession and a current buy sell agreement, etc.

Background would have to be approved by me and my compliance/legal team at Commonwealth.

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