$30MM AUM | $175,000 GDC in Phoenix, AZ

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Merge | Succession | Continuity
Location
Phoenix, AZ, US
Fee 0% Commission 100%
Gross Revenue
$175,000
# of Accounts
300
Avg Client Age
59
Overview

Looking for an individual or Team that would like to Purchase my book of business. I would be willing to become an associate advisor or support role immediately but would like to stay on in some capacity for the next 3 years. I believe an advisor with a bank or wirehouse background may be the best fit but open to discussion. I will not transition my book to another broker dealer. Buyer must be willing to join my practice at my current BD.

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