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Financial Advisor   

$51MM AUM | $454,000 GDC in Delray Beach, FL

Member Level
Premier
Last Activity
this week

Business Mix:

1% Comm
99% Fee

General

Location
Delray Beach, FL, US
12 Month Gross Revenue
$454,000
Number of Accounts
400
Avg Client Age
62

Overview

I am an RIA with Schwab that is very experienced in purchasing and transitioning small firms. I have offices in Pittsburgh, San luis Obispo, Ca and Delray Beach, Fl. Very experienced going back to 1990 with a wonderful staff. Very customer centric. I believe i offer a lot to both a sellers clients and the seller himself in more than fair terms typically. Willing to provide proof of assets for purchase.

 
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