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Financial Advisor

$30MM AUM | $250,000 GDC in Tulsa, OK

Member Level
Basic
Last Activity
within 2 months

Business Mix:

65% Comm
35% Fee

General

Location
Tulsa, OK, US
12 Month Gross Revenue
$250,000
Number of Accounts
350
Avg Client Age
65

Overview

I am 51 yrs old. Entered into the business with Smith Barney in 1988. Like to form succession plan with advisors looking to retire

 

Has Office Space to Share in Tulsa, OK

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