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Financial Advisor   

$45MM AUM | $225,000 GDC in Cedar Rapids, IA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Cedar Rapids, IA, US
12 Month Gross Revenue
$225,000
Number of Accounts
500
Avg Client Age
60

Overview

Interested in opportunities to grow via acquisition in the Cedar Rapids Iowa market. Most interested in First Clearing books of business due to my current use of Envision. I am 46 and spent 14 years in the banking channel and have been independent for 4.

 
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