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Financial Advisor   

$5MM AUM | $45,000 GDC in Riverhead, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Riverhead, NY, US
12 Month Gross Revenue
$45,000
Number of Accounts
25
Avg Client Age
55

Overview

Heavily in the Planning Business and to a lesser extent in the AUM business.
Looking to purchase small AUM business and also look to partner with an established AUM business to add Comprehensive Financial Planning for client, in order to add an additional profit center.

 
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