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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
West Des Moines, IA, US
Fee 0% Commission 100%
$36,000
Gross Revenue
30
# of Accounts
50
Avg Client Age
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.

Extended Profile Information

Loading...