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Financial Advisor

$15MM AUM | $150,000 GDC in Melbourne, FL

Member Level
Basic
Last Activity
within 3 months

Business Mix:

90% Comm
10% Fee

General

Location
Melbourne, FL, US
12 Month Gross Revenue
$150,000
Number 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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