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Financial Advisor   

$30MM AUM | $200,000 GDC in El Paso, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
El Paso, TX, US
12 Month Gross Revenue
$200,000
Number of Accounts
300
Avg Client Age
60

Overview

With my background at Merrill and Smith Barney, my MBA in Finance and trading experience on the CBOE, CBT and CME, I try to focus on my own managed money platform. However, I have grown my business as an independent via acquisitions, so I understand that you need to provide continuity between what your clients were accustomed to, and very gradually adjust their portfolios and client experience, only if and when necessary.

 
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