Overview

I’m a 40 year old CFP professional, with 16 years of experience looking to purchase a financial advisory practice in or around Northern Va. I’m willing to come into an existing practice, as I’m currently at a wire house and looking to leave. Would prefer high percentage of recurring revenue to transactional. I'm looking to purchase and be successor to a practice within the next 6-18 months. Would prefer practices with gross revenue between $500-1.5m. If on the higher end, I have a colleague who might consider purchase the with me.

Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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