Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Spokane, WA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$700,000.00
# of Accounts
200
Avg Client Age
60
Overview

Experienced financial advisor looking for purchase/successor opportunities in Spokane, Washington. Current practice includes managed advisory accounts and comprehensive fee based financial planning utilizing MondyGuidePro.

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