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Financial Advisor   

$5MM AUM | $65,000 GDC in Athens, GA

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Athens, GA, US
12 Month Gross Revenue
$65,000
Number of Accounts
65
Avg Client Age
60

Overview

I am an independent RIA and have a strong background in Life Insurance and Long Term Care planning. I am fee based RIA and commissions from some of the insurance products, we also use no-load annuities and no-load VUL.
I am looking for someone to asist with growth of this business model for a few years and be able to take over when I retire. Having a successor in place that can grow into the same relationships I have with my clients is important.

 
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