$150 AUM | $200 GDC in Tallahassee, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
343 days old
General
Compatibility
Location
Tallahassee, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$200.00
# of Accounts
325
Avg Client Age
54
Overview

We gather the prospect information and meet with our cfp’s and lawyers to decide the course of action. We use over 100 insurance companies for the insurance needs. We are also a full service BD.

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