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Financial Advisor   

$105MM AUM | $1MM GDC in Brentwood, TN

Member Level
Premier
Last Activity
today

Business Mix:

2% Comm
98% Fee

General

Location
Brentwood, TN, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
325
Avg Client Age
62

Overview

Comprehensive financial planning relationship oriented, multigenerational practice over 65% of 130 households related. Looking to sell, merge or enter into succession plan. Must be willing to change broker/dealers.

 
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