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Financial Advisor

$25MM AUM | $250,000 GDC in Brentwood, TN

Member Level
Basic
Last Activity
2 weeks

Business Mix:

20% Comm
80% Fee

General

Location
Brentwood, TN, US
12 Month Gross Revenue
$250,000
Number of Accounts
500
Avg Client Age
55

Overview

My practice is a financial planning practice built on client relationships. I also teach the Kaplan curriculum for the CFP at Belmont University in the evening. My partner and I are looking to succeed a practice (long term or short term). The advisor would need to be willing to join our broker dealer. The practice we are looking for would be client-centric and built off of personal relationships with the advisor. We have clients that are located in different parts of the U.S, travel to meet our clients no matter where they are, and believe that maintaining a close client relationship is a key part of our business that we pride ourselves on.

 
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