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Financial Advisor

$150MM AUM | $1.4MM GDC in Ocala, FL

Member Level
Premier
Last Activity
today

Business Mix:

35% Comm
65% Fee

General

Location
Ocala, FL, US
12 Month Gross Revenue
$1,400,000
Number of Accounts
1
Avg Client Age
65

Overview

I am a CFP® on a team of advisors primarily focused on discretionary fee-base planning. We have over 60 years of combined experience and take pride in doing our very best for our clients. Our team is looking to grow by acquisition in addition to our ordinary growth objectives. We are looking for advisors wanting to retire or seeking to exit the business for other reasons and preferably share the same mindset on financial planning. We are located in Ocala, but have clients all around the state as well as a number of clients outside of Florida.

 

Has Office Space to Share in Ocala, FL

We have 2 large offices, 2 smaller offices and an additional open space desk available. Definitely looking to grow.

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