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Financial Advisor   

$2.7MM AUM | $12,000 GDC in Scottsdale, AZ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Scottsdale, AZ, US
12 Month Gross Revenue
$12,000
Number of Accounts
15
Avg Client Age
64

Overview

My book of business is comprised of Medicare, Managed Money, Mutual Funds, 401(k), Group Health, LTC, and Variable Annuities

 
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