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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Omaha, NE, US
Fee 0% Commission 100%
$2,000,000
Gross Revenue
800
# of Accounts
58
Avg Client Age
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

Extended Profile Information

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