$8MM AUM | $60,000 GDC in Mckeesport, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Mckeesport, PA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$8,000,000.00
Gross Revenue
$60,000.00
# of Accounts
250
Avg Client Age
55
Overview

I started as a life/heath producer in 1997. Securities licensed in 2002 got my 65 license in 2005. I am in the process of transitioning over to a financial planning practice.

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