$35MM AUM | $212,000 GDC in Worthington, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Worthington, OH, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$212,000.00
# of Accounts
85
Avg Client Age
54
Overview

I am a CFP and a CTS and have over 23 years experience . I work with individuals and business owners and specialize in Money Management, Retirement planning and tax savings ideas for my clients. As a IAR I have a unique portfolio of 10 blue chip dividend paying stocks that I manage.

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