$4MM AUM | $20,000 GDC in Winter Park, CO

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Merge | Successor
Location
Winter Park, CO, US
Fee 0% Commission 100%
Gross Revenue
$20,000
# of Accounts
15
Avg Client Age
55
Overview

Seeking to merge a small practice and join another firm in the Boulder area with continued oversight of merged accounts and have an opportunity to manage and grow clients for another firm as a team member. Extensive business experience in sales and business development, started with a national broker in 2009 as a captive advisor and currently operating as and independent advisor. Licensed in CO, CA, FL, CT series 7 and 63 as well as life and annuity.

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