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Financial Advisor   

AUM | $500,000 GDC in Edmond, OK

Member Level
Basic
Last Activity
this week

Business Mix:

30% Comm
70% Fee

General

Location
Edmond, OK, US
12 Month Gross Revenue
$500,000
Number of Accounts
61
Avg Client Age
55

Overview

We are in an a growth mode and will continue to be for the foreseeable future. Have beautiful offices, serious about our business, however, have a lot of fun celebrating every victory internally and with our clients, the best. We operate under a No Drama zone. To discuss a potential mutually beneficially relationship; contact Victoria Woods or Damon King 348-0909Holistic, Purposed based Independent Advisory Firm.

Market to High Net Worth Investors, Pre-Retirees, Retirees and Business owners, Women.

Marketing is primarily through Radio show, Client Events, Workshops.
Have an in office Radio Studio, Events Center on property
Office space available in a Highly appointed office space.
Pictures available at www.FinancialDistrictOKcom

 

Has Office Space to Share in Edmond, OK

Beautifully appointed offices located in the Financial District of Oklahoma in Edmond.
11 Offices shared with like professionals, Stock Broker, Financial Planners, CFP, Investment Advisor, Attorney, Currently 1 office in main building and 2 in separate building with a conference area for up to 25 table and 40 people theater style.

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