Overview

In practice since 1982. Looking to retire within 2 years or less. Asking price is $1M. Revenue Breakdown is as follows: $100,000 per year in financial planning fees $300,000 per year in recurring / fee based
Prefer an Advisor or group with trading capabilities and experience, 10 years experience or more preferred.


Last Activity
within 3 months
Listing Age
775 days old
Listing Updated
May 9, 2024

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