$130MM AUM | $850,000 GDC in Dayton, OH

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity
Location
Dayton, OH, US
Fee 0% Commission 100%
Gross Revenue
$850,000.00
# of Accounts
400
Avg Client Age
55
Overview

I am a CFP® and have my own RIA in Centerville and Tipp City, OH. I have been in the business for 18 years and have experience transitioning practices with other ___ recently in 2015. Please contact me if you are interested in having a conversation.

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