$2MM AUM | $500 GDC in Windham, NH

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Successor
Location
Windham, NH, US
Fee 0% Commission 100%
Gross Revenue
$500
# of Accounts
20
Avg Client Age
60
Overview

Currently in a senior management role at an IBD with over 25 years experience in financial services, 16 plus at current position and 10 plus with Fidelity. Considering moving into production and would like to partner with and or buy books of business.
Have cash to invest and will to put in the time to find the right opportunity.

Extended Profile Information

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