Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Melbourne, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$150,000.00
# of Accounts
430
Avg Client Age
55
Overview

Both fee, but mostly commission based Financial Advisor (CFP candidate) with ecletic mix of clients/investments including life and LTC insurances. Small practice looking for potential growth via partnership with evenutal buy out. Working with divorcing clients as well with my CDFA designation.

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