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Financial Advisor

$1MM AUM | $1 GDC in The Woodlands, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

90% Comm
10% Fee

General

Location
The Woodlands, TX, US
12 Month Gross Revenue
$1
Number of Accounts
1
Avg Client Age
60

Overview

Retirement wealth planning independently for several major airlines. Working with the pilots that are retiring and in need of a retirement distribution plan. I am expanding my divisions throughout the country and would you like find other practices that may want to sell and have advisers that I can train to expand territory.

 
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