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Financial Advisor   

$7MM AUM | $65,000 GDC in Raleigh, NC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
Raleigh, NC, US
12 Month Gross Revenue
$65,000
Number of Accounts
135
Avg Client Age
40

Overview

Financial planning practice involved risk management, selling of life/disability/long term care insurance. And active investment business with individual business and 401k/employer sponsored defined-contribution plans.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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