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Financial Advisor   

$70,000 AUM | $420,000 GDC in Bowling Green, OH

Member Level
Premier
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Bowling Green, OH, US
12 Month Gross Revenue
$420,000
Number of Accounts
1,800
Avg Client Age
55

Overview

Full service, client friendly practice looking to acquire or transition a practice from a retiring or departing advisor, registered rep or insurance sales person.
Currently 70 Million AUM - 50% Comm products, 50% fee.
Comm Prod: - M Funds, VA, Index -
Insurance Sales - Life, DI and LTC products - Ohio Natl, MetLife and many others.

 
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