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Financial Advisor

$40MM AUM | $210,000 GDC in Mobile, AL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

45% Comm
55% Fee

General

Location
Mobile, AL, US
12 Month Gross Revenue
$210,000
Number of Accounts
375
Avg Client Age
65

Overview

I hope to reach out to financial advisers retiring who need to sell existing practice. My business is primarily focused in assisting individuals with retirement planning and distribution.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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Financing Resources
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