$35MM AUM | $200,000 GDC in Nashville, TN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Nashville, TN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
200
Avg Client Age
55
Overview

I am one of three partners. One partner focuses on retirement plans, one focuses on complex Estate Planning and I focus on retirement and financial education and planning for individuals and families. Later this year, I will complete the purchase of a retired reps practice. I am looking to repeat that process.

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