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Financial Advisor   

$41MM AUM | $260,000 GDC in Pittsburgh, PA

Member Level
Premier
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Pittsburgh, PA, US
12 Month Gross Revenue
$260,000
Number of Accounts
338
Avg Client Age
60

Overview

Financial planning/IAR. We wish to grow through acquisition, succession, or merger in the Western PA and SW Florida markets.

 

Looking for Office Space in Pittsburgh, PA

I wish to expand throughout the country within the upcoming years and taking down, merging into, or becoming a successor to office space is detailed within our business plans.

Contact to discuss details
 
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