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Financial Advisor   

$7.1MM AUM | $125,000 GDC in Mclean, VA

Member Level
Basic
Last Activity
this week

Business Mix:

25% Comm
75% Fee

General

Location
Mclean, VA, US
12 Month Gross Revenue
$125,000
Number of Accounts
45
Avg Client Age
55

Overview

WE are a fast growing, full service CPA and RIA FIrm in Tyson's Corner, VA. We are very interested to merge with retirement minded RIA/CPA/Insurance Agents. Thank you for your interest in joining our Team!
Vincent Lucas, CPA, PC

 
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