$6MM AUM | $60,000 GDC in Tulsa, OK

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
170 days old
General
Location
Tulsa, OK, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$6,000,000.00
Gross Revenue
$60,000.00
# of Accounts
30
Avg Client Age
51
Overview

I am hopeful to find positive culture driven advisor's who worked very hard to get where they are now and would now be looking to find an advisor who understands the sacrifice it took to get there and values the relationships that were built along the way for their succession plan. We all wish to be in this business as long as we can, to serve our clients with dignity and respect, but the reality is this is one of the many different kinds of transitions in our lifetime. I look forward to discussing any opportunity to help build our industry's trusted reputation.

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