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Financial Advisor   

$200MM AUM | $1.1MM GDC in Daytona Beach, FL

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Last Activity
this week

Business Mix:

20% Comm
80% Fee


Daytona Beach, FL, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We are a team of two independent advisers headquartered in Daytona Beach, FL. We have access to proprietary priced insurance products as we are a member firm of M Financial (___). We have a skilled staff providing superior customer service to our clients that span all over the country. We are looking to grow over the next 3 -5 years through acquisition of like minded, complimentary practices. We are interested in building relationships with advisers looking to exit the industry and transition their clients to a team that will provide continuity of service as well as innovative ideas for the future.

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