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Financial Advisor

$50MM AUM | $500,000 GDC in Newport News, VA

Member Level
Premier
Last Activity
2 weeks

Business Mix:

30% Comm
70% Fee

General

Location
Newport News, VA, US
12 Month Gross Revenue
$500,000
Number of Accounts
100
Avg Client Age
58

Overview

Independent Registered Investment Advisor, specializing in Financial Planning looking to buy , merge, or help in the succession planning of other fee based or commission based planning firms with the right cultural fit.
We Currently operate out of 4 offices in Virginia. Newport News, Williamsburg, Midlothian, Glen Allen.
We are DOL ready.

 
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