$86MM AUM | $700,000 GDC in Greenville, SC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
109 days old
General
Listing Type
Buyer
Location
Greenville, SC, US
Fee 0% Commission 100%
Gross Revenue
$700,000.00
# of Accounts
300
Avg Client Age
65
Overview

We are independent advisors affiliated with Wells Fargo through FiNet. We're attempting to grow our practice organically through content creation, online marketing and events. We're looking to acquire practices from retiring advisors. We're also recruiting experienced advisors who are motivated to achieve independence and who want a more enjoyable and less corporate work environment.

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