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Financial Advisor

$7.5MM AUM | $126,075 GDC in Deerfield Beach, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Deerfield Beach, FL, US
12 Month Gross Revenue
$126,075
Number of Accounts
15
Avg Client Age
53

Overview

Started my own practice almost two years ago after moving back down from the Northeast. Looking to acquire the right practice where it makes sense in terms of fit, type of clients, and other factors.

 
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