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Financial Advisor   

$5MM AUM | $50,000 GDC in Nashville, TN

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Nashville, TN, US
12 Month Gross Revenue
$50,000
Number of Accounts
100
Avg Client Age
40

Overview

I run a holistic financial planning practice. I affiliate with Northwestern Mutual to be able to provide their world-class insurance products, but can broker out to other insurance companies. I also use their Wealth Management Company as my broker-dealer, and clear through Pershing. I have had my CFP for 2 years now, and am hoping to expand my client base through acquisition of practices.

 
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