Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Roswell, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$88,000,000.00
Gross Revenue
$700,000.00
# of Accounts
600
Avg Client Age
60
Overview

Second generation CFP with almost 20 years of working experience in our financial planning firm. FirmFounded in 1980.
Comprehensive financial planning office working with clients in 20 states.
We are looking to acquire other financial planning firms.

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