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Financial Advisor   

$102MM AUM | $1MM GDC in Weston, FL

Member Level
Basic
Last Activity
within 3 months

Business Mix:

18% Comm
82% Fee

General

Location
Weston, FL, US
12 Month Gross Revenue
$1,043,638
Number of Accounts
1
Avg Client Age
61

Overview

We are a financial planning and wealth management practice with three fully licensed advisors and two CFPs with offices located in Weston, FL and Atlanta, GA. We are activity pursing opportunities to acquire practices of retiring financial advisors in Broward County Florida.

 
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