$24MM AUM | $165,000 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Scottsdale , AZ, US
Fee 0% Commission 100%
$165,000
Gross Revenue
325
# of Accounts
55
Avg Client Age
Overview

Advisor with 10 years experience in managed assets and financial planning looking to grow practice through acquisition of managed book of business and fee based financial planning.

Extended Profile Information

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