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Financial Advisor   

$12MM AUM | $125,000 GDC in Greenwood Village, CO

Member Level
Basic
Last Activity
within 2 months

Business Mix:

85% Comm
15% Fee

General

Location
Greenwood Village, CO, US
12 Month Gross Revenue
$125,000
Number of Accounts
290
Avg Client Age
50

Overview

My practice is growing through acquisition and referrals. I am moving towards written comprehensive planning for federal employees and civilians. I desire to expand the risk management and fee based areas of practice and would like to create a succession plan with advisor nearing retirement.

 
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