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Financial Advisor

$335MM AUM | $2.5MM GDC in Plymouth, MN

Member Level
Basic
Last Activity
this week

Business Mix:

95% Comm
5% Fee

General

Location
Plymouth, MN, US
12 Month Gross Revenue
$2,500,000
Number of Accounts
2,370
Avg Client Age
70

Overview

Independent branch of Raymond James Financial Services.

We service clients all around the U.S., managing roughly $335MM in AUM.

Currently our production is produced from commissions, however we are transitioning our branch to go mainly fee based.

Our branch manager and principal financial advisor has over 37 years in the industry.

We are eager to expand our practice by acquiring books of business.

 
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