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Financial Advisor   

$240MM AUM | $2.4MM GDC in Mclean, VA

Member Level
Premier
Last Activity
this week

Business Mix:

40% Comm
60% Fee

General

Location
Mclean, VA, US
12 Month Gross Revenue
$2,400,000
Number of Accounts
800
Avg Client Age
52

Overview

Our team is looking to buy a practice based in the DC Metro area and/or the Tidewater VA area. We have a team of 14 professionals servicing our clients helping with comprehensive financial planning.

 
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