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Financial Advisor   

$50MM AUM | $350,000 GDC in Palm Harbor, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

80% Comm
20% Fee

General

Location
Palm Harbor, FL, US
12 Month Gross Revenue
$350,000
Number of Accounts
700
Avg Client Age
60

Overview

My business is a comprehensive, efficient and stable operation. The business is in its 18th year and I have 35 years of experience, I am hoping to find a smaller sized company to purchase and / or merge with a like minded and like sized local company.

 
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