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Financial Advisor   

$130MM AUM | $1.5MM GDC in Atlanta, GA

Member Level
Lite
Last Activity
within 2 months

Business Mix:

2% Comm
98% Fee

General

Location
Atlanta, GA, US
12 Month Gross Revenue
$1,535,000
Number of Accounts
150
Avg Client Age
58

Overview

Holistic fee based financial planning for corporate employees, small business owners, and professionals such as doctors and attorneys

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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