$165MM AUM | $930,000 GDC in Fargo, ND

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Fargo, ND, US
Fee 0% Commission 100%
Gross Revenue
$930,000.00
# of Accounts
3,400
Avg Client Age
55
Overview

We work inside of a local bank that has 13 offices along the border of Minnesota and North Dakota.

We are primarily a Platform Rep program where we provide our clients with Private Banking services for the "common man".

We typically lead-in with Retirement Financial Planning and provide financial advice for all of their banking, mortgage, investment and life insurance needs.

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