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Financial Advisor   

$55MM AUM | $450,000 GDC in Harrisburg, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Harrisburg, PA, US
12 Month Gross Revenue
$450,000
Number of Accounts
400
Avg Client Age
50

Overview

We are a two person team serving families and small businesses. Our primary goal is to help more families through comprehensive financial planning and to grow our AUM's and households on an annual basis. We are currently with an independent BD and are exploring the RIA model.

 
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