Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Scottsdale, AZ, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$150,000.00
# of Accounts
400
Avg Client Age
55
Overview

I am an independent planner. I view my business from two different standpoints, the financial planning side, as well as the asset management side. Using many resources and a highly experienced team, I do comprehensive planning as well as many different products and fee-based services.

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