$255MM AUM | $1.4MM GDC in Spokane Valley, WA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Spokane Valley, WA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
2,200
Avg Client Age
50
Overview

I am a commission and fee advisor. I do planning for clients. I am a CPA, CFP, CLU, ChFC, AEP and CASL and have my life/health insurance license along with my Series 7, 66 and 63. I have been in the financial services industry for 16+ years.

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