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Financial Advisor   

$50MM AUM | $350,000 GDC in Vancouver, WA

Member Level
Basic
Last Activity
this month

Business Mix:

30% Comm
70% Fee

General

Location
Vancouver, WA, US
12 Month Gross Revenue
$350,000
Number of Accounts
200
Avg Client Age
55

Overview

I have purchased several practices with excellent results for both the buyer and seller. Client service is extremely important to me. I have a very high-touch service model which has led to a superb retention rate from practice acquisition.

 
Extended Profile Information

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Zero Transaction Fees
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