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Financial Advisor

$8MM AUM | $158,005 GDC in Dallas, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

9% Comm
91% Fee

General

Location
Dallas, TX, US
12 Month Gross Revenue
$158,005
Number of Accounts
62
Avg Client Age
64

Overview

I have a small fee based practice with 8MM AUM, and would like to increase my fee based AUM to at least 25MM

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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