$6MM AUM | $36,000 GDC in Peoria, AZ

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Merge | Successor
Location
Peoria, AZ, US
Fee 0% Commission 100%
$36,000
Gross Revenue
109
# of Accounts
53
Avg Client Age
Overview

Potentially looking for a Team / Succession process.... have a multi-disciplinary philosophy as a Planner, and Collaboration is an attractive element. Advanced Markets-focused with Business Planning, as well as extensive 20-Year experience as a Trader. Advisory AUM is approximately 2.1 MM, and V.A. AUM is 3.8 MM.

Extended Profile Information

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