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Financial Advisor   

$75MM AUM | $750,000 GDC in Rockford, IL

Member Level
Basic
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Rockford, IL, US
12 Month Gross Revenue
$750,000
Number of Accounts
250
Avg Client Age
63

Overview

Currently we run a mostly fee based business (70/30). We are looking to expand our business through acquisition of advisor practices.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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