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Financial Advisor   

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

Member Level
Basic
Last Activity
2 weeks

Business Mix:

50% Comm
50% Fee

General

Location
New Albany, IN, US
12 Month Gross Revenue
$50,000
Number 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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