$1,400MM AUM | $20MM GDC in Cincinnati, OH

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Cincinnati, OH, US
Fee 0% Commission 100%
$20,000,000
Gross Revenue
13,100
# of Accounts
59
Avg Client Age
Overview

We are aggressively expanding Nationally and Locally (Cincinnati, OH) and are seeking Investment Advisor Representatives (S65). We are an attractive home for retiring advisors or younger growth-oriented advisors who wish to join a successful firm-we will work with you to purchase your book of business. We solve all your compliance, technology, and marketing needs. A fit for someone who wants a process and have a succession plan. We have been a leader in pre-retirement and retirement investment practices for our clients and take a holistic retirement planning approach with our clients. . Call Tim Becker at ___-___-____ or email ___ We look forward to hearing from you.

Tim
___-___-____

Has Office Space to Share in Cincinnati, OH

We have Cincinnati offices located in Symmes Township for our W-2 and independent IAR use. Come on board with us and we will have office space and back office support for you.

Contact to discuss details
 
Extended Profile Information

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