$55MM AUM | $330,000 GDC in Chattanooga, TN

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Chattanooga, TN, US
Fee 0% Commission 100%
Gross Revenue
$330,000
# of Accounts
220
Avg Client Age
65
Overview

I'm a CFP who works diligently on my clients' behalf. I help clients identify potential weak points in their financial plans and we work together to create strategies to reach their goals. I specialize in working with the financial needs of women, divorcees, and small business owners.

I am a third generation advisor, so have an older clientele and hope to grow my business through a number of channels, with one of them being acquisitions of mainly fee-based practices.

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