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Financial Advisor   

$16MM AUM | $119,000 GDC in Sarsota, FL

Member Level
Basic
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Sarsota, FL, US
12 Month Gross Revenue
$119,000
Number of Accounts
52
Avg Client Age
70

Overview

Primarily fee-based retirement accounts, i.e., 401K to IRA rollovers, trust accounts, & annuities for boomer clients. Looking for opportunity to acquire similar book of business. Long-term strategies to optimize income putilized to manage risk and protect assets

 
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