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Financial Advisor   

$28MM AUM | $200,000 GDC in Plantation, FL

Member Level
Basic
Last Activity
this month

Business Mix:

41% Comm
59% Fee

General

Location
Plantation, FL, US
12 Month Gross Revenue
$200,000
Number of Accounts
180
Avg Client Age
60

Overview

My ideal situation is to team up with two client centric advisors who want to establish continuity and succession plans as part of their business model. I would like to be the successor to one advisor and the other my successor.

 
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