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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
West Des Moines, IA, US
12 Month Gross Revenue
$700
Number 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.

 
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