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Financial Advisor   

$500,000 AUM | $1,000 GDC in Mount Pleasant, SC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Mount Pleasant, SC, US
12 Month Gross Revenue
$1,000
Number of Accounts
26
Avg Client Age
50

Overview

I am a retired Navy Officer that specialized in Financial Management. While teaching at the Navy Postgraduate School, I related many of my lectures to the stock market and private business to my student, who were worked in the military/public sector. My friends, family and fellow professors have always encouraged me to follow my passion in the stock market, so I retired and pursued a career as a Wealth Manager.

I want to buy a $10M to $50M book to grow my business and establish lifelong relationships with my clients. I was loyal to the Navy for 24 years and plan to be loyal to my clients another 26+ years.

 
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