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Financial Advisor   

$1MM AUM | $100,000 GDC in Fort Lauderdale, FL

Member Level
Basic
Last Activity
this week

Business Mix:

100% Comm
0% Fee

General

Location
Fort Lauderdale, FL, US
12 Month Gross Revenue
$100,000
Number of Accounts
50
Avg Client Age
53

Overview

Interested in growing my asset management and insurance practice in South Florida. My target market are small business owners, persons who are retiring or recently retired who are creating retirement income and estate plans, and families beginning college funding plans for their children.

 
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