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Financial Advisor   

$8.5MM AUM | $125,000 GDC in Port Orange, FL

Member Level
Basic
Last Activity
2 weeks

Business Mix:

20% Comm
80% Fee

General

Location
Port Orange, FL, US
12 Month Gross Revenue
$125,000
Number of Accounts
67
Avg Client Age
57

Overview

My business is built on a holistic approach to help clients with all their financial needs. We customize and cater to each individual while educating our clients on the process. I am interested in buying a practice. Please contact me with any questions.

 
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