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Financial Advisor   

$2,200MM AUM | $23MM GDC in Alpharetta, GA

Member Level
Premier
Last Activity
2 weeks

Business Mix:

35% Comm
65% Fee

General

Location
Alpharetta, GA, US
12 Month Gross Revenue
$23,000,000
Number of Accounts
25,000
Avg Client Age
55

Overview

We have Independent Advisor Offices all over the United States. Many of them are looking to buy or merge practices into their own, and many of them are looking for younger advisors to plug into a Succession Plan and eventually take over their practices. We also specialize in plugging advisors into the baby boomer market.

 
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