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Financial Advisor   

$40MM AUM | $360,000 GDC in Watwick, RI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Watwick, RI, US
12 Month Gross Revenue
$360,000
Number of Accounts
210
Avg Client Age
51

Overview

I am a Fee Based Registered Investment Advisor. I am seeking opportunities to grow via acquisition. My firm, Creative Resources Investment Advisors, has already completed two prior successful acquisitions. Please contact me to discuss.

 
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