$30MM AUM | $210,000 GDC in Safety Harbor, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Safety Harbor, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$210,000.00
# of Accounts
500
Avg Client Age
60
Overview

I have been a financial advisor for 27 years (with no plan of retiring for at least 7 years). Looking to expand my business, and later to prepare for succession planning. I have two locations, Land O' Lakes, Florida, and Safety Harbor, Florida.

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