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Financial Advisor   

$19MM AUM | $125,000 GDC in Dallas, TX

Member Level
Basic
Last Activity
this month

Business Mix:

40% Comm
60% Fee

General

Location
Dallas, TX, US
12 Month Gross Revenue
$125,000
Number of Accounts
150
Avg Client Age
60

Overview

Find an advisor who is sunsetting. An advisor with 25-30 million AUM. Who has clients that are engaged in financial planning. Their clients have a six figure income and investible assets of $500,000 or better.

 
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