Overview

I am an independent, female advisor with over 21 years experience. I am looking for an active seller of a similar financial planning practice. You must have great client relationships with most income from trails and very little commission only income. My clients are my top priority and treating them all with the utmost honesty and integrity. If you are looking to sell your practice and have great relationships with your client, please contact me. If you are like minded but do not want to sell, I am open and willing to discuss merging practices. Open on the idea but not sold on the idea.

Market
RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
243 days old

Business Data

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