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Financial Advisor   

$42MM AUM | $210,000 GDC in Westlake, OH

Member Level
Basic
Last Activity
6 months or more

Business Mix:

40% Comm
60% Fee

General

Location
Westlake, OH, US
12 Month Gross Revenue
$210,000
Number of Accounts
360
Avg Client Age
52

Overview

Hope to find opportunities to purchase/merge practices into mine to continue to grow and service clients.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging