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Financial Advisor   

$5MM AUM | $40,000 GDC in Tallahassee, FL

Member Level
Basic
Last Activity
within 3 months

Business Mix:

30% Comm
70% Fee

General

Location
Tallahassee, FL, US
12 Month Gross Revenue
$40,000
Number of Accounts
25
Avg Client Age
45

Overview

My father and I are expanding our business into central Florida and want to explore possible opportunities. His main office is in Tallahassee, FL and personally manages roughly $150M. My wife and I are moving to Saint Petersburg, FL so she can attend PA school. We are looking for a book with AUM betwen 10-40M. We offer holistic financial planning and believe that investment advice is only a piece of the overall puzzle.

 
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