Market
RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
107 days old
General
Location
Oakton, VA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$40,000,000.00
Gross Revenue
$350,000.00
# of Accounts
300
Avg Client Age
55
Overview

I take a comprehensive approach to planning, I studied for my CFP® in the Georgetown University executive certificate in financial planning program. I am was in corporate finance for 8 years and have been in financial advisory work for the past 7 years. I started at Edward Jones and went independent in 2019 and am now with Raymond James.

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