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Financial Advisor

$17MM AUM | $70,000 GDC in Independence, OH

Member Level
Basic
Last Activity
2 weeks

Business Mix:

80% Comm
20% Fee

General

Location
Independence, OH, US
12 Month Gross Revenue
$70,000
Number of Accounts
350
Avg Client Age
58

Overview

I have a mix of fee and commission business and am looking to expand my business through an acquisition or succession.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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