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Financial Advisor   

$100MM AUM | $950,000 GDC in Boca Raton, FL

Member Level
Premier
Last Activity
this month

Business Mix:

25% Comm
75% Fee

General

Location
Boca Raton, FL, US
12 Month Gross Revenue
$950,000
Number of Accounts
800
Avg Client Age
55

Overview

I have 16 years of experience. I have the following designations: CFP®, CRPC®, CLTC®, APMA®.
Focus is comprehensive financial planning. 75% plus fee based/managed accounts. Non-fee based practices will still be considered.
Other pertinent experience:
I have merged and acquired a practice. I've been through the agreements etc.
Management experience - I understand on-boarding, transitions, etc.

 
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