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Financial Advisor   

$200,000 AUM | $400,000 GDC in Jacksonville, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

95% Comm
5% Fee

General

Location
Jacksonville, FL, US
12 Month Gross Revenue
$400,000
Number of Accounts
150
Avg Client Age
60

Overview

I have 30 years experience and want to build or maintain and grow a fee based poractice to compliment what we do know.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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