$50MM AUM | $200,000 GDC in Perry, OK

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Perry, OK, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
900
Avg Client Age
65
Overview

I run an independent Financial Advisory business located inside a bank facility. I have been doing this for 17 years. My service model is to treat my clients like family, learn about them as fully as I can, then build a life-long plan to fit them individually. My book of business is made up of my efforts, plus the addition of four additional, abandoned, "partial" books from brokers who left the business without selling their books.

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