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Financial Advisor   

$300MM AUM | $2MM GDC in Omaha, NE

Member Level
Basic
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Omaha, NE, US
12 Month Gross Revenue
$2,000,000
Number of Accounts
800
Avg Client Age
58

Overview

I have been the business 30 years and plan to sell my practice to my son, who is 36. We are already in partnership with another Raymond James advisor who is 41. Combined we have assets in the $300 million range and annual gross production of over $2 million. We are looking for another successful advisor to join our firm to further expand our age range and facilitate eventual succession procedures

 
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