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Financial Advisor   

$73MM AUM | $875,000 GDC in Denver, CO

Member Level
Basic
Last Activity
6 months or more

Business Mix:

28% Comm
72% Fee

General

Location
Denver, CO, US
12 Month Gross Revenue
$875,000
Number of Accounts
900
Avg Client Age
59

Overview

I currently have 3 licensed associates and I am looking to expand into Castle Rock, Colorado Springs, and Fort Collins CO. I have transitioned a book of business before and have systems and team to accomplish any size of transition. I only provide managed accounts.

 
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