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Financial Advisor   

$100MM AUM | $600,000 GDC in Geneva, NY

Member Level
Basic
Last Activity
this week

Business Mix:

25% Comm
75% Fee

General

Location
Geneva, NY, US
12 Month Gross Revenue
$600,000
Number of Accounts
3,200
Avg Client Age
52

Overview

I have been in the industry for 20 years. I have organically grown my book to $100M in a bank channel. Currently would like to explore options to change my career path. My family is very familiar with the Sarasota area and we interested in moving to the area.

 
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