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Financial Advisor   

$28MM AUM | $333,000 GDC in Port Charlotte, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

53% Comm
47% Fee

General

Location
Port Charlotte, FL, US
12 Month Gross Revenue
$333,000
Number of Accounts
500
Avg Client Age
65

Overview

Holistic financial life solutions. Mostly helping retirees and those near retirement. Hope to find a book of business to buy.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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