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Financial Advisor   

$10MM AUM | $96,000 GDC in Tampa, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Tampa, FL, US
12 Month Gross Revenue
$96,000
Number of Accounts
20
Avg Client Age
55

Overview

We are a wealth management firm in the Tampa Bay area that specializes in financial planning and asset protection for physicians and small business owners. We are all independent advisors on a team. I am looking for options to expand my practice through purchase of a book of business.

 
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