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Financial Advisor   

$120MM AUM | $750,000 GDC in Clearwater, FL

Member Level
Basic
Last Activity
this week

Business Mix:

60% Comm
40% Fee

General

Location
Clearwater, FL, US
12 Month Gross Revenue
$750,000
Number of Accounts
500
Avg Client Age
70

Overview

Business consists of two CPF's, one certified in 1981, the other 1998. We have offices in Spring Hill, since 1988, and one in Clearwater, since 1986. We do holistic financial planning on a fee based platform. As part of a financial plan, investment planning and estate planning have been our specialties. We work with clients who are approaching retirement our all already in retirement.

 

Has Office Space to Share in Clearwater, FL

We have space in Spring Hill and Clearwater Florida. The office in Spring Hill is unstaffed with room for staffing. It has 3 meeting rooms and a waiting room with receptions desk. The office in Clearwater is staffed with a private cubicle for work and a professional conference room for meeting with clients.

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