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Financial Advisor   

$7MM AUM | $55,000 GDC in State College, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

90% Comm
10% Fee

General

Location
State College, PA, US
12 Month Gross Revenue
$55,000
Number of Accounts
60
Avg Client Age
55

Overview

In our business, family comes first. I've worked with my grandfather and aunts for the last few years and we always express how important family is during our meetings. We make sure the clients know what they are investing in and that their best interest always comes first.

I'm looking to expand my business in Central/Eastern Pennsylvania and I believe having gone through a succession plan before that I am equipped to help other financial professionals transition into retirement easier, all while knowing that their clients are in good hands.

 
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