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Financial Advisor   

$125MM AUM | $1.2MM GDC in Lake Mary, FL

Member Level
Basic
Last Activity
within 2 months

Business Mix:

35% Comm
65% Fee

General

Location
Lake Mary, FL, US
12 Month Gross Revenue
$1,200,000
Number of Accounts
321
Avg Client Age
55

Overview

We manage comprehensive financial, investment, and estate planning needs for a select group of families and business owners. Our mission is to improve the lives of our clients by giving them clarity about their finances and by helping them make wise choices in reaching their financial goals and dreams.

We are looking for opportunities to expand our practice through acquisition of businesses with like-minded advisors.

 
Extended Profile Information

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