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Financial Advisor   

$15MM AUM | $80,000 GDC in Lakewood Ranch, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
Lakewood Ranch, FL, US
12 Month Gross Revenue
$80,000
Number of Accounts
160
Avg Client Age
70

Overview

I own a small business currently located in Lakewood Ranch, FL
I am seeking an opportunity to merge and/or stay on with a bigger practice. I have over 30 years experience in the industry. I maintain Series #7,24,52,63 and 65 licenses. I am a CFP and a CDFA.

 
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