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Financial Advisor   

$10MM AUM | $100,000 GDC in Franklin, TN

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Franklin, TN, US
12 Month Gross Revenue
$100,000
Number of Accounts
60
Avg Client Age
55

Overview

I am rapidly growing the financial planning arm of an independent RIA firm in Franklin Tennessee. I am looking for three things, the opportunity to network with CPAs and insurance professionals, practice acquisition through succession planning and bringing advisors and their practices under our umbrella. Our firm's key strengths are complete independence and in-house portfolio management.

 
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