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Financial Advisor   

$11MM AUM | $68,000 GDC in Phoenix, AZ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Phoenix, AZ, US
12 Month Gross Revenue
$68,000
Number of Accounts
430
Avg Client Age
58

Overview

Looking to retire this year and find buyer before October. Clear through Pershing. Will work with buyer for a period of time to assist with transition.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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