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Financial Advisor

$330MM AUM | $2.5MM GDC in Plymouth, MN

Member Level
Basic
Last Activity
2 weeks

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 $330MM in AUM.

Currently our production is produced from commissions, however we are transitioning our branch to go 100% 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 a book of business.

 
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