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Financial Advisor   

$180MM AUM | $1.9MM GDC in Mcmurray, PA

Member Level
Premier
Last Activity
6 months or more

Business Mix:

2% Comm
98% Fee

General

Location
Mcmurray, PA, US
12 Month Gross Revenue
$1,915,000
Number of Accounts
350
Avg Client Age
68

Overview

I'd like to grow my practice. I am a fee based financial planner. I am looking for like minded individuals that want to provide superior advice and grow their practice 10x or transition out of the business.

 
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