$10MM AUM | $82,000 GDC in Lakewood, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Succession
Location
Lakewood, WA, US
Fee 0% Commission 100%
Gross Revenue
$82,000
# of Accounts
80
Avg Client Age
65
Overview

I've been in the financial services industry for over 34 years. Having previously working with the major wire houses until 2009, I went independent. About half of my clients are advisory at this time, although I am growing that side of my business. I attained the Accredited Investment Fiduciary credential last year. I am looking to continue to build my business with clients in my age bracket.

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