$30MM AUM | $400,000 GDC in Franklin, TN

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Franklin , TN, US
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
200
Avg Client Age
55
Overview

Holistic Financial planning. Every client has a financial plan they wrote a check for. If we implement a plan we use advisory or wrap accounts. Occasionally annuities for guaranteed income.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...