$3MM AUM | $24,000 GDC in Oviedo, FL

Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks
Listing Age
243 days old
General
Location
Oviedo, FL, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$3.00
Gross Revenue
$24,000.00
# of Accounts
11
Avg Client Age
60
Overview

My wealth management practice focuses on high net worth and ultra high net worth families. I am looking for growth and/or succeeding another advisor and I am not interested in selling. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and I hold the Series 7, Series 66, and Life, Health, and Variable Annuity License. I have 10 years of experience in financial planning and advising on investments. I primarily served clients in central and south Florida and New York City, New York. I am pursuing the CFA designation and I have passed Level 2 of the CFA exam. I plan on sitting for Level 3 in 2020 or later depending on the needs of my clients. I spent time in the United States Marine Corps and am a Purple Heart veteran.

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