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Financial Advisor   

$20MM AUM | $200,000 GDC in Haverford, PA

Member Level
Basic
Last Activity
within 3 months

Business Mix:

90% Comm
10% Fee

General

Location
Haverford, PA, US
12 Month Gross Revenue
$200,000
Number of Accounts
200
Avg Client Age
65

Overview

I run a small client focused investment business with a focus on income planning and achieving specific client objectives. I do much of my business face to face and my clients seem like family. Some have been with me for 18 years.

 
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