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Financial Advisor

$40MM AUM | $300,000 GDC in Miami, FL

Member Level
Premier
Last Activity
this month

Business Mix:

5% Comm
95% Fee

General

Location
Miami, FL, US
12 Month Gross Revenue
$300,000
Number of Accounts
50
Avg Client Age
60

Overview

I run a discretionary fee based practice and I am looking to grow and potentially acquire

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging