$16MM AUM | $160,000 GDC in Naperville, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Naperville, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$160,000.00
# of Accounts
40
Avg Client Age
40
Overview

38 year old independent financial advisor looking to grow fee based business. Accounts are held at TD Ameritrade Institutional. Although I love working with clients on planning, my passion is portfolio management. As a derivatives trader on Wall Street for a decade, I have the skills that allow me to manage client portfolios myself. Portfolio returns have been great - I would be happy to share if requested.

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