$53MM AUM | $480,000 GDC in Dublin, OH

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Dublin, OH, US
Fee 0% Commission 100%
Gross Revenue
$480,000.00
# of Accounts
300
Avg Client Age
50
Overview

I am a financial advisor that is looking to grow my practice thru acquisition. I am selective when it comes to the clients I am looking for. I currently us LPL's managed platform. I also sell a bunch of individual bonds in brokerage accounts. My current book is a bit mixed between brokerage and managed. I always put my client's interest ahead of my own.

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