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Financial Advisor   

$93MM AUM | $630,000 GDC in Cody, WY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Cody, WY, US
12 Month Gross Revenue
$630,000
Number of Accounts
450
Avg Client Age
60

Overview

Fee based asset management, satellite office in Montana.
Successor to have at least 10 years of experience in the business.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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