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Financial Advisor

$510MM AUM | $5.1MM GDC in Fulton, MD

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Fulton, MD, US
12 Month Gross Revenue
$5,060,284
Number of Accounts
1,675
Avg Client Age
60

Overview

We have a total staff of 10, 6 Financial Advisors 3 are CFPs, 3 are CIMAs. We have 4 support staff 2 have Series 7s. We provide a comprehensive financial planning to each of our clients. Our accounts are mostly non taxable.

 
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