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Financial Advisor   

$400 AUM | $3.6MM GDC in Scottsdale, AZ

Member Level
Basic
Last Activity
within 2 months

Business Mix:

35% Comm
65% Fee

General

Location
Scottsdale, AZ, US
12 Month Gross Revenue
$3,600,000
Number of Accounts
1,200
Avg Client Age
65

Overview

I am the Managing Partner in Arizona and I am looking for acquisition opportunities for our Advisor Partners looking to grow through acquisition where there is a good fit.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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