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Financial Advisor

$105MM AUM | $568,000 GDC in Saint Charles, IL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
Saint Charles, IL, US
12 Month Gross Revenue
$568,000
Number of Accounts
500
Avg Client Age
58

Overview

I am a younger advisor with over 20 years in the business looking to grow my practice. I am moving more to a fee based platform but still have some transactional business

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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