$7MM AUM | $125,000 GDC in Glen Allen, VA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Join A Practice
Location
Glen Allen, VA, US
Fee 0% Commission 100%
Gross Revenue
$125,000.00
# of Accounts
35
Avg Client Age
50
Overview

I began my career as a financial planner at Prudential, where I was rookie of the year, was sent to New York for an exclusive public speaking training program, and was approved to give employee benefit education seminars on-site at large businesses all over the state of Virginia. While I am very appreciative of the training and opportunities, I left because I would rather serve as a successor or contribute meaningfully to an existing, advice- and fee-based, independent practice than wear the golden hancuffs at an insurance company that emphasizes product. I am now at The Main Street Group, where we have the support of LPL Financial, a secondary custodian in Charles Schwab, and are our own RIA.

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