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Financial Advisor

$40MM AUM | $375,000 GDC in Salina, KS

Member Level
Basic
Last Activity
within 2 months

Business Mix:

5% Comm
95% Fee

General

Location
Salina , KS, US
12 Month Gross Revenue
$375,000
Number of Accounts
230
Avg Client Age
65

Overview

I have a sustainable service model in place and focus on fee based advisory work. I'm looking to grow both organically and by acquisition. I have previous experience with the acquisition process. I travel to certain areas quarterly, so I'm open minded on location.

 
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