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Financial Advisor   

$4MM AUM | $40,000 GDC in Naperville, IL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Naperville, IL, US
12 Month Gross Revenue
$40,000
Number of Accounts
65
Avg Client Age
50

Overview

After 15 years of trading securities and derivatives for hedge funds and proprietary groups, I changed lanes to the retail side in 2013. For the last 2+ years I have developed a small book of mostly advisory business. I would like to join a more tenured advisor, to learn from and be incorporated into their business, with a succession/buyout plan as a possibility.

 
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