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Financial Advisor   

$50MM AUM | $500,000 GDC in Hoffman Estates, IL

Member Level
Lite
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Hoffman Estates, IL, US
12 Month Gross Revenue
$500,000
Number of Accounts
79
Avg Client Age
55

Overview

Interested in strategic acquisitions and partnerships in the Schaumburg, IL and Jacksonville, FL areas. Fee-Only and no B/D affiliation regarding corporate retirement and private wealth management practices.

 
Extended Profile Information

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