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Financial Advisor   

$1,500MM AUM | $15MM GDC in Scottsdale, AZ

Member Level
Premier
Last Activity
this month

Business Mix:

25% Comm
75% Fee

General

Location
Scottsdale, AZ, US
12 Month Gross Revenue
$15,000,000
Number of Accounts
10,000
Avg Client Age
62

Overview

I am looking to grow through acquisition. I have sold a portion of a practice in the past that was very successful and am now looking to acquire. My business focuses on goal-oriented financial planning, estate planning and retirement planning. Regarding investment solutions, I provide a sophisticated investment strategy for my clientele focusing on wealth generation and preservation.

 
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