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Financial Advisor   

$14MM AUM | $137,256 GDC in Austin, TX

Member Level
Basic
Last Activity
this week

Business Mix:

64% Comm
36% Fee

General

Location
Austin, TX, US
12 Month Gross Revenue
$137,256
Number of Accounts
68
Avg Client Age
50

Overview

I manage a small but very relationship based book of business where I provide full service financial advising for my clients. I am interested in growing my practice through referrals and curious as to the opportunities to work with other advisors who have also build very personal books of business.

 
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