$3MM AUM | $50,000 GDC in New Albany, IN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
New Albany, IN, US
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
55
Avg Client Age
50
Overview

I have been in the business since 2008 and recently decided to open my own firm. I love working with my clients to create an all encompassing plan, from savings, to insurance to investments to help them meet their goals. With all of the new regulations I am looking to find an advisor who has served their clients well and has great relationships with them, but is not interested in making the changes to compete in the current environment and would like to transition their clients to someone who they can trust.

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