$40MM AUM | $350,000 GDC in New Port Richey, FL

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
New Port Richey, FL, US
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
250
Avg Client Age
50
Overview

As an extremely motivated, younger, tech savvy, advisor with superb customer service skills and quick learning ability, I am looking for practices to purchase or merge with. I have built my practice from the ground up solely by word of mouth and community relationships. I employ the highest ethical standards using a holistic approach to planning and investment advising.

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