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

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Melbourne, FL, US
Fee 0% Commission 100%
Gross Revenue
$150,000
# 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.

Extended Profile Information

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