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Financial Advisor

$30MM AUM | $210,000 GDC in Lewiston, ME

Member Level
Basic
Last Activity
2 weeks

Business Mix:

80% Comm
20% Fee

General

Location
Lewiston, ME, US
12 Month Gross Revenue
$210,000
Number of Accounts
260
Avg Client Age
50

Overview

We are an independent firm focusing on Wealth Management as well as Company Retirement Plans (401(k)s). We are looking to grow our practice through acquiring books from advisors looking to retire or simply planing their succession.

 
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