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Financial Advisor   

$30MM AUM | $200,000 GDC in Colorado Springs, CO

Member Level
Basic
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
Colorado Springs, CO, US
12 Month Gross Revenue
$200,000
Number of Accounts
160
Avg Client Age
60

Overview

Completely sell book of business and retire or Merge with another firm for at least a year prior to sale
The ideal candidate posses a CFP at least 7 years of experience as well and currently located in Colorado or are willing to establish a presence in Colorado at least ¾ of working time.

 
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