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Financial Advisor   

$46MM AUM | $505,000 GDC in Las Vegas, NV

Member Level
Basic
Last Activity
this week

Business Mix:

33% Comm
67% Fee

General

Location
Las Vegas, NV, US
12 Month Gross Revenue
$505,000
Number of Accounts
326
Avg Client Age
62

Overview

I am an LPL advisor with a growing practice. We focus on advisory business and cross-selling to our concentrated book of clients. We are looking to become a succession plan for other advisors, and/or acquire a book that fits our client-first business model.

 
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