$65MM AUM | $335,000 GDC in Cincinnati, OH

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Successor
Location
Cincinnati, OH, US
Fee 0% Commission 100%
Gross Revenue
$335,000
# of Accounts
240
Avg Client Age
58
Overview

I have almost 25 years of experience as a financial planner and have an established practice with a downtown office. In addition to my current clients, I work as an ELP with Dave Ramsey's program.

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