Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Poland, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$150,000.00
# of Accounts
50
Avg Client Age
50
Overview

Fee only type structure and been on my own for 6 months; CPA business growing and nearly $200,000 in annual revenues. Successful past sales leader in bank/trust world for several years leading company sales 75% of the years in practice.

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