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Financial Advisor   

$22MM AUM | $300,000 GDC in Flagstaff, AZ

Member Level
Basic
Last Activity
2 weeks

Business Mix:

45% Comm
55% Fee

General

Location
Flagstaff, AZ, US
12 Month Gross Revenue
$300,000
Number of Accounts
120
Avg Client Age
55

Overview

Fee based practice, $12 million in AUM. $10 million in annuities.
Clearing firm is TD Ameritrade. Clients in California, Arizona, New Mexico, and some clients in Florida.
Terms and price negotiable.

 
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