Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
407 days old
General
Location
Columbus, OH, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$1,000,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
400
Avg Client Age
50
Overview

Central Ohio based Retirement Plan Advisor Firm - seeking succession candidates. Ideally will have years of experience in retirement plan industry, potentially a book of business. Receiving several leads per week that we need support meeting with, closing and servicing.

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