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Financial Advisor   

$24MM AUM | $200 GDC in Centnnial, CO

Member Level
Lite
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Centnnial, CO, US
12 Month Gross Revenue
$200
Number of Accounts
183
Avg Client Age
44

Overview

I am a CFP with 20 years of experience. I have been a fee-only RIA since 2000. I have a solid practice and looking to expand since I have efficient business procedures and am hiring a young, bright associate.

I am totally client-centered without a business income motive.

 

Has Office Space to Share in Centennial, CO

I have a large office on the Penthouse Floor of my building. I am willing to share my office and conference room. There are also 2 other offices on the floor for rent.

Contact to discuss details
 
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