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Financial Advisor   

$650MM AUM | $1MM GDC in Tampa, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Tampa, FL, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
5,000
Avg Client Age
50

Overview

With the changes with the DOL, this is a good opportunity for a win win situation. I would like to assist a trusted advisor in their transition into retirement. They will know that their clients will be taken care of while assisting a driven advisor in the building of their business.

 
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