$28MM AUM | $225,000 GDC in Mexico, MO

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
277 days old
General
Compatibility
Location
Mexico, MO, US
Listing Type
Find Successor
Fee 0% Commission 100%
Gross Revenue
$225,000.00
# of Accounts
125
Avg Client Age
68
Overview

Advisor seeks to merge with another firm for about 2 years before completely exiting business. Advisor seeks to identify a successor in the next six months.

The ideal candidate has at least 10 years of experience. A CFP is preferred but not required, and the ideal candidate should be familiar with fee based accounts, mutual funds, stocks, and annuities. Advisor seeks candidates within a 150 mile radius of Mexico, Missouri.

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