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Financial Advisor   

$40MM AUM | $400,000 GDC in Pittsburgh, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Pittsburgh, PA, US
12 Month Gross Revenue
$400,000
Number of Accounts
300
Avg Client Age
40

Overview

I am a personal financial advisor as well as a mentor and manager to advisors in our enterprise. I am open to exploring the purchase of a book of business but don't have a specific time farm or budget in mind at this point.

 
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