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Financial Advisor   

$74MM AUM | $465 GDC in Roanoke, VA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
Roanoke, VA, US
12 Month Gross Revenue
$465
Number of Accounts
230
Avg Client Age
50

Overview

moving all to fee base. Roanoke based, but work with clients all over. interested in any Va. practice. Great staff

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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