Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Decatur, IN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$20,000.00
Gross Revenue
$200,000.00
# of Accounts
300
Avg Client Age
50
Overview

Growing financial planning and asset management firm. I hold the CFP (R) designation and am looking to expand my fee-based planning practice. I also manage and will continue to integrated into my planning practice a life insurance agency. My stated revenue does not reflect the life agency.

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