$15MM AUM | $120,000 GDC in Las Vegas, NV

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
366 days old
General
Location
Las Vegas, NV, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$120,000.00
# of Accounts
100
Avg Client Age
60
Overview

I have been in the financial services industry for 23 years. I currently run my own independent practice. It's small by most standards and I would describe it as concierge financial services. My practice is largely centered around investments but as a CFP I also provide complete financial planning. My book is mostly fee/advisory based with some variable annuity business.

I began my career working at a large retail bank where being a salesman took precedence over being an advisor. I've also worked with independent advisors who, unfortunately, turned out to be much the same but with no proprietary products. Eventually I came to realize that to really put the client first I had to go out completely on my own. I adhere to the motto, "Do well by doing good." I would like to expand my practice and I'm looking one that is similar to mine.

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