$7.5MM AUM | $25,000 GDC in Pensacola, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Pensacola, FL, US
Fee 0% Commission 100%
$25,000
Gross Revenue
230
# of Accounts
45
Avg Client Age
Overview

Client base lives in Gulf Coast region: Robertsdale, AL, Pensacola, Gulf Breeze, Milton, Crestview, Fort Walton Beach, Destin, Santa Rosa Beach, and Panama City Beach FL. Independent Financial Advisor serving upper middle class clients and GenX/Millenial beginner savers. Over 25% of clients are military/civil service.
Commission-based and fee-based capabilities with large network of mutual fund, annuity, LTC, and insurance providers. Two other advisors on my local team, with strong regional alliances with other advisors in BD. Series 6,63,65

Extended Profile Information

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