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Financial Advisor   

$65MM AUM | $240,000 GDC in Cincinnati, OH

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Cincinnati, OH, US
12 Month Gross Revenue
$240,000
Number of Accounts
375
Avg Client Age
55

Overview

Interested in finding to right fit to expand AUM and number of households served.

 

Has Office Space to Share in Cincinnati, OH

Individual office space available with 3 large conference rooms.

Contact to discuss details
 
Extended Profile Information

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