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Financial Advisor   

$5MM AUM | $700,000 GDC in Blue Ash, OH

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
Blue Ash, OH, US
12 Month Gross Revenue
$700,000
Number of Accounts
35

Overview

Sole practitioner, business consists of employee benefits, group medical for 40 companies, life insurance planning, long term care insurance, variable annuities, fixed annuities. 450 physician clients. Looking for successor who understood employee benefits and has similar capabilities.

 
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