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Financial Advisor   

$250MM AUM | $1.8MM GDC in Salt Lake City, UT

Member Level
Premier
Last Activity
today

Business Mix:

40% Comm
60% Fee

General

Location
Salt Lake City, UT, US
12 Month Gross Revenue
$1,800,000
Number of Accounts
250
Avg Client Age
60

Overview

I am the Regional Director for LFA/Sagemark and am looking for an experienced planner to be a successor and/or merge into a high level financial planning practice. A perfect opportunity for a solid producer who needs introductions to the mass affluent and high net worth clients.

 

Has Office Space to Share in Denver, CO

Class A and subsidized

Contact to discuss details
 
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