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Financial Advisor   

$65MM AUM | $750,000 GDC in Indianapolis, IN

Member Level
Premier
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Indianapolis, IN, US
12 Month Gross Revenue
$750,000
Number of Accounts
150
Avg Client Age
50

Overview

We are a Indianapolis based financial planning firm providing asset management, 401k implementation, and private equity mergers and acquisitions to a diverse client base. We are looking for younger advisors looking to grow their books of business as well as seasoned advisors looking to put a continuity plan in place with a stable firm with a proven track record.

 
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