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Financial Advisor   

$33MM AUM | $295,000 GDC in Bardstown, KY

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Bardstown, KY, US
12 Month Gross Revenue
$295,000
Number of Accounts
600
Avg Client Age
51

Overview

Registered Investment Advisor. 100% Fee based fiduciary advisor. Discretionary Money Manager. Provide in-house turnkey Qualified Plan services. Custody services. Comprehensive Financial Planning. Interested in business succession acquisitions.

 
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