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Financial Advisor   

$550MM AUM | $2.6MM GDC in Pittsburgh, PA

Member Level
Basic
Last Activity
this week

Business Mix:

25% Comm
75% Fee

General

Location
Pittsburgh, PA, US
12 Month Gross Revenue
$2,600,000
Number of Accounts
925
Avg Client Age
53

Overview

Our team is looking to acquire the appropriate businesses and continue to grow our team so that we can provide the appropriate planning and advice to those we serve.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging