Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Memphis, TN, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$300,000.00
Gross Revenue
$15,000.00
# of Accounts
8
Avg Client Age
42
Overview

I am a fee and commission based financial planner working with business owners and retirement planning. I intend to grow my practice through marketing and acquisitions or mergers. I use third party money managers, annuities and insurance.

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