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Financial Advisor   

$200MM AUM | $500,000 GDC in Plymouth Meeting, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Plymouth Meeting, PA, US
12 Month Gross Revenue
$500,000
Number of Accounts
80
Avg Client Age
50

Overview

My practice is solely focused on retirement plans for businesses, non-profits and higher education. I currently manage 200 million dollars in assets within 401k, 403b and 457b programs. We have an very efficient, effective and proven process for managing, servicing and educating retirement plan clients.

 
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