Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Cincinnati, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$110,000.00
# of Accounts
100
Avg Client Age
60
Overview

Recently moved clients to NFS platform and transition is just about complete - website is being rebuilt. Started at PaineWbeer and have been independent since 2006. Excited to offer my services now that I have built the service platform

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