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

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Franklin , TN, US
Fee 0% Commission 100%
Gross Revenue
$400,000
# 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.

Extended Profile Information

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