$60,000 AUM | $700 GDC in West Des Moines, IA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Succession
Location
West Des Moines, IA, US
Fee 0% Commission 100%
Gross Revenue
$700
# of Accounts
24
Avg Client Age
30
Overview

I am little over a year into the business. I had the opportunity to be rookie of the year in my agency and through Transamerica last year. At my firm we take a team approach to better serve are clients.
I am hoping to get connected with someone looking to sell their securities book of business.

Extended Profile Information

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