Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
875 days old
General
Location
Atlanta, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000.00
Gross Revenue
$1,000.00
# of Accounts
3
Avg Client Age
40
Overview

I am a wealth manager in an independent holistic financial planning firm. I have been working behind the scenes as a senior financial planner and relationship manager for ~9 years, and am beginning to branch out and take on my own clients/build my own book of business. In doing so, I am interested in considering purchasing a book of business.

I am a CFP, and am insurance licensed for life/health/variable products. A link to my linkedin profile is below.

https://___

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