Overview

We have an office, located in Windermere FL, that is interested in acquiring practices in central/northeast Florida. The advisor is fee-based, provides comprehensive financial planning services, and is a CFP designated professional. He earned his MBA from NYU and has 15+ years of corporate financial planning experience (4 of which includes comprehensive financial planning services with retail clients).

The advisor is willing to structure a variety of acquisition packages, including upfront advisor fee revenue and trailing payouts as a percentage of revenue over a 5-year period.

Please contact us or reach out directly to Jeff Kuchinsky at ___


Last Activity
6 months or more

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