$150MM AUM | $2.5MM GDC in Pensacola, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Join A Practice
Location
Pensacola, FL, US
Fee 0% Commission 100%
Gross Revenue
$2,500,000.00
# of Accounts
750
Avg Client Age
65
Overview

Looking to merge with or acquire additional offices to add to our group of branch offices throughout the southeastern US. We are able to set up buyouts for retiring reps as well as build existing practices. We have an in-house TPA firm and can assist greatly with building a book of retirement plan clients.

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