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Financial Advisor   

$5MM AUM | $50,000 GDC in Spokane, WA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

25% Comm
75% Fee

General

Location
Spokane, WA, US
12 Month Gross Revenue
$50,000
Number of Accounts
50
Avg Client Age
60

Overview

I am looking to buy a practice to build up my AUM. I'd like to have the opportunity to meet new client needs and help my clients as much as possible and to take new clients with different needs under by wing. I am an RICP and enjoy retirement planning and found it to be incredibly helpful to clients.

 
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