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Financial Advisor

$23MM AUM | $195 GDC in Centennial, CO

Member Level
Lite
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Centennial, CO, US
12 Month Gross Revenue
$195
Number of Accounts
183
Avg Client Age
48

Overview

I am a Certified Financial Planner and Registered Investment Advisor with more than $23M under management. I am bring on a young advisor with an impeccable family background in the area and 6 years of experience.

 

Has Office Space to Share in Centennial, CO

I have a large office on the Penthouse Floor of my building. I am willing to share my office and conference room. There are also 2 other offices on the floor for rent.

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