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Financial Advisor   

$25MM AUM | $325,000 GDC in Evansville, IN

Member Level
Basic
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
Evansville, IN, US
12 Month Gross Revenue
$325,000
Number of Accounts
250
Avg Client Age
55

Overview

Mature Financial Planning practice with new advisors, seeking to grow through acquisition.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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