$139MM AUM | $1MM GDC in Stpetersburg, FL

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Stpetersburg, FL, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
400
Avg Client Age
62
Overview

We currently operate in , "Clearwater ,St Petersburg Tampa, Lakewood Ranch and Sarasota" and looking to expend in Florida.
We are locking to find other planner that would like to join our team to grow their practice or looking to sell their practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...