Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Pensacola, FL, US
Profile Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$21,000,000.00
Gross Revenue
$160,000.00
# of Accounts
150
Avg Client Age
70
Overview

GREAT OPPORTUNITY FOR A YOUNGER ADVISOR TO BUY NOW ,OR TAKE-OVER AN ESTABLISHED PRACTICE IN
N.W.FLORIDA WITHIN THE NEXT 5 YEARS.
YOU CAN EARN $$ WHILE YOU LEARN FROM AN EXPERIENCED CERTIFIED FINANCIAL PLANNER.
NATURALLY, MUTUALLY ACCEPTABLE TERMS CAN BE STRUCTURED .

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...