$5MM AUM | $75,000 GDC in Chalfont, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Continuity
Location
Chalfont, PA, US
Fee 0% Commission 100%
Gross Revenue
$75,000
# of Accounts
35
Avg Client Age
60
Overview

I am a producing manager with Prudential Advisors. I would like to partner experienced advisors with newer advisors that we have here. I can offer an investment platform with all the corporate benefits and you can still maintain your DBA.

Personally, I would like to merge my skills and talents to partner with existing books of business with the expectation to purchase/succeed advisors looking to retire.

Extended Profile Information

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