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Financial Advisor   

$25MM AUM | $175 GDC in Lafayette, LA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
Lafayette, LA, US
12 Month Gross Revenue
$175
Number of Accounts
100
Avg Client Age
60

Overview

Stocks, bonds, mutual funds, alternative investments annuities UIT's.
3 to 5 years away from succession.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging