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Financial Advisor   

$7MM AUM | $50,000 GDC in Seattle, WA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Seattle, WA, US
12 Month Gross Revenue
$50,000
Number of Accounts
7
Avg Client Age
40

Overview

I primarily focus on qualified plans. I am looking to acquire plans from advisors looking to retire or sell their book of business.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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