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Financial Advisor   

$150 AUM | $1.3MM GDC in Morgantown, WV

Member Level
Basic
Last Activity
this week

Business Mix:

10% Comm
90% Fee

General

Location
Morgantown, WV, US
12 Month Gross Revenue
$1,300,000
Number of Accounts
450
Avg Client Age
60

Overview

To purchase practices that share ideas and investment philosophies to benefit clients

 

Looking for Office Space in Morgantown, WV

Looking for location in Bridgeville PA 2-3 offices

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