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Financial Advisor   

AUM | GDC in Atlanta, GA

Member Level
Basic
Last Activity
today

Business Mix:

50% Comm
50% Fee

General

Location
Atlanta , GA, US

Overview

Interested possibly buying a book in the Atlanta/North Ga area as part of a succession plan. I am fully licensed and have 10 years of operations & compliance experience in various brokerage firms with a clean background. Started in the industry as a young FA trying to build a book at Morgan Stanley but wasn't able to meet lofty goals. Now I'm older and have a more established network and would like to be considered to be part of a secession plan. I have worked with all types of financial products. I'm personable, have a passion for the financial industry, and enjoy helping clients. I currently live in east Cobb Ga and have no preference for the type of business

 
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