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Financial Advisor

$250MM AUM | $1MM GDC in Florham Park, NJ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

40% Comm
60% Fee

General

Location
Florham Park , NJ, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
2,000
Avg Client Age
50

Overview

I run a mostly fee based business utilizing money managers to manage downside risk and increase diversification.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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