$225MM AUM | $1.6MM GDC in Tucson, AZ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Tucson, AZ, US
Fee 0% Commission 100%
$1,650,000
Gross Revenue
300
# of Accounts
63
Avg Client Age
Overview

I run a commission and fee based business that utilizes financial planning to invest in separately managed accounts and annuities where appropriate.

Extended Profile Information

Loading...