$10MM AUM | $80,000 GDC in Seven Fields, PA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Seven Fields, PA, US
Fee 0% Commission 100%
Gross Revenue
$80,000.00
# of Accounts
70
Avg Client Age
45
Overview

Currently a CFP with Series 7 and 66 doing holistic financial planning and wealth management for clients, as well as incorporating some insurance planning when necessary. Looking to learn about succession opportunities in the Greater Pittsburgh area as I continue to grow and expand my practice and team.

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