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Financial Advisor   

$52MM AUM | $400,000 GDC in Flint, MI

Member Level
Basic
Last Activity
this month

Business Mix:

40% Comm
60% Fee

General

Location
Flint, MI, US
12 Month Gross Revenue
$400,000
Number of Accounts
300
Avg Client Age
50

Overview

Established holistic approach to Financial & protection planning since 1988. Provide Fee based, & commission services. Health insurance, employee benefits. on board CPA, 3 licensed Insurance agent & self 6,63 & 65 series licensed.

 
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