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Financial Advisor   

$40MM AUM | $500,000 GDC in Akron, OH

Member Level
Basic
Last Activity
this month

Business Mix:

5% Comm
95% Fee

General

Location
Akron , OH, US
12 Month Gross Revenue
$500,000
Number of Accounts
250
Avg Client Age
55

Overview

I am a 34 year old advisor with 12+ years with experience working on a team that manages over 100 million dollars in AUM. We are looking to buy practices or help a senior advisor retire out of the business in the next 5 years. We have multiple CFP's on the team currently and have a whole stick approach to helping clients reach their goals and objectives.

 
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