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Financial Advisor   

$32MM AUM | $360,000 GDC in Vienna, VA

Member Level
Premier
Last Activity
today

Business Mix:

35% Comm
65% Fee

General

Location
Vienna, VA, US
12 Month Gross Revenue
$360,000
Number of Accounts
250
Avg Client Age
55

Overview

Our office focuses on Retirement Planning. We help our clients establish their retirement vision. Once that is accomplished, we turn their vision into attainable financial goals. We then take them through the financial planning process and manage their investments.
We are looking for like-minded professionals that would like to sell their practice or join our firm
We are a fully independent firm.

 
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