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Financial Advisor   

$75MM AUM | $400,000 GDC in Jacksonville, FL

Member Level
Basic
Last Activity
2 weeks

Business Mix:

40% Comm
60% Fee

General

Location
Jacksonville, FL, US
12 Month Gross Revenue
$400,000
Number of Accounts
300
Avg Client Age
50

Overview

Practice is based on providing financial planning to individuals, families and successful professionals. Client service model is based on providing an exceptional client experience. I am looking to expand through a practice acquisition that would be a good fit. Please contact me if you are interested in selling a partial or full practice.

 
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