Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
716 days old
General
Location
Las Vegas, NV, US
Profile Type
Join A Practice
Fee 0% Commission 100%
AUM
$26,143,444.00
Gross Revenue
$219,925.00
# of Accounts
485
Avg Client Age
62
Overview

I have over 14 years experience growing Financial Planning practice from 0 to over $100m for a regional bank in Albuquerque. Currently, I am growing a business within a Las Vegas Credit Union. Unfortunately, the primary membership consists of payday loan clients. Yet, I've been able to grow my share of the business in excess of 50% each year. I don't own these clients. That is why I am looking to join a financial planning practice. My expertise is in sales, training, mentoring, and growing a clean practice. Series 24, 7, 66 and 63.

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