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Financial Advisor   

$65MM AUM | $680,000 GDC in Tucson, AZ

Member Level
Premier
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Tucson, AZ, US
12 Month Gross Revenue
$680,000
Number of Accounts
551
Avg Client Age
65

Overview

We have AUM in the 60 to 70 million range. We are a totally Independent ___ are looking to grow through adding several Representatives and buying a few practices. We are looking for another successor that can take over the practice if the current successor has to leave the practice.
We work with clients on Estate Planning, Protection Planning, Income Planning, Tax Planning and Investments. We are primarily fee based.

 
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