Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
544 days old
General
Location
Grove City, OH, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$135,000.00
# of Accounts
24
Avg Client Age
66
Overview

I am seeking to merge as i relocate my business back to Columbus Ohio area. I have 20 years experience in Financial Services and I am focused on Financial Planning.

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