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Financial Advisor

$21MM AUM | $180,000 GDC in Seattle, WA

Member Level
Lite
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Seattle, WA, US
12 Month Gross Revenue
$180,000
Number of Accounts
100
Avg Client Age
50

Overview

I am a highly motivated CFP® looking to join RIA fee-only practice. I am in my 30s and would make a great successor for the right practice.

As a holistic financial planner, I always keep my clients' best interest in mind. I'm entrepreneurial, flexible, fast-learner, and looking to partner with another planner who truly cares about the well-being of his/her clients.

 

Looking for Office Space in Seattle, WA

Looking to joint a team of

You must sign up or to discuss details.

 
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