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Financial Advisor

$150MM AUM | $1.1MM GDC in Plymouth, WI

Member Level
Basic
Last Activity
2 weeks

Business Mix:

35% Comm
65% Fee

General

Location
Plymouth, WI, US
12 Month Gross Revenue
$1,100,000
Number of Accounts
1,500
Avg Client Age
55

Overview

Growing my business through aquisition

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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