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Financial Advisor   

$15MM AUM | $150,000 GDC in Indianapois, IN

Member Level
Basic
Last Activity
this month

Business Mix:

40% Comm
60% Fee

General

Location
Indianapois, IN, US
12 Month Gross Revenue
$150,000
Number of Accounts
75
Avg Client Age
62

Overview

I am seeking to join a planning firm or merge my practice with an owner who seeks to phase out/retire. I have enjoyed a long career of nearly 30 years, but am on my own again (and I want to be part of a bigger organization) after eleven years of heading up the financial planning/investment division of an estate planning law firm.

 
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