$1MM AUM | $15,000 GDC in Lincoln, NE

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Lincoln, NE, US
Fee 0% Commission 100%
Gross Revenue
$15,000
# of Accounts
48
Avg Client Age
45
Overview

I run a financial planning practice. I charge a fee to take a comprehensive look at people's finance's and help them create a path to reach their goals. I have my series 7, series 66, and life & Health.
I'm looking to jump start my career with a small book of business that wouldn't be too difficult to tie into my services.

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