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Financial Advisor   

$15MM AUM | $120,000 GDC in Pittsburgh, PA

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Pittsburgh, PA, US
12 Month Gross Revenue
$120,000
Number of Accounts
74
Avg Client Age
45

Overview

I am a fee based financial consultant with my CFP and a CFA. I am looking to find someone who is nearing retirement or wanting to merge into my firm. I believe my holistic financial planning approach combined with my institutional quality research will make any person or firm comfortable entrusting me with their clients goals.

 
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