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Financial Advisor

$65MM AUM | $1.4MM GDC in Baton Rouge, LA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Baton Rouge , LA, US
12 Month Gross Revenue
$1,400,000
Number of Accounts
180
Avg Client Age
62

Overview

My firms focuses on a high level of client interaction and service. We are highly independent and are focused on continuing to learn , question and innovate our process. Goal is to be at 150 AUM in 4 years. We would considering purchasing another firm if it were in Baton Rouge, Lafayette, or New Orleans.

 
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