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Financial Advisor   

$15MM AUM | $100,000 GDC in Kernersville, NC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

75% Comm
25% Fee

General

Location
Kernersville, NC, US
12 Month Gross Revenue
$100,000
Number of Accounts
100
Avg Client Age
50

Overview

My business consists of mostly individual clients that I have attained over the past few years by various marketing methods. I also have a couple of 401k plans that I help manage but am looking to be more of an advisor than a marketer/gatherer.

 
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