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$120MM AUM | $700,000 GDC in Raleigh, NC

buyer | find successor | continuity

$700,000.00 Rev/Year
70% Fee
30% Commission
30 years+ as a CFP and APMA delivering comprehensive financial advice, wealth management, and estate planning for individuals. Retirement plans and 401k and 403 for organizations. Looking to purchase outright retiring advisors, and also looking for younger advisors to join me or bring in for succession.

Last Activity: 6 months or more

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