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Financial Advisor   

$30MM AUM | $280,000 GDC in Glendale, AZ

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Glendale, AZ, US
12 Month Gross Revenue
$280,000
Number of Accounts
205
Avg Client Age
50

Overview

I am a fee-only RIA. I have strong annual growth but feel there would be value in partnering with another RIA that shares my values and business goals. I currently run my own RIA firm and custody through TD Ameritrade.

 
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