Overview

We are an RIA firm in Columbia SC and Asheville NC. We specialize in generating new clients for our advisors. We are offering to sell $100,000 of fee based revenue to an advisor that would like to join our team as an independent advisor. Financing for this will be provided. In addition to the book, we will provide 2-3 new qualified prospect appointments each week. We offer full planning, investment and operation support. This is a perfect opportunity for an advisor to move to independence with an existing fee base clientele to provide income, while also providing the opportunity to grow rapidly with new appointments.

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this month
Listing Age
1,087 days old

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