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Financial Advisor   

$5MM AUM | $36,000 GDC in West Des Moines, IA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
West Des Moines, IA, US
12 Month Gross Revenue
$36,000
Number of Accounts
30
Avg Client Age
50

Overview

I am new to the industry but well credentialed (CFA, CFP, MBA) and interested in opportunities to grow my business. This includes purchasing existing books of business.

 
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