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Financial Advisor

$10MM AUM | $5,000 GDC in Bohemia, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

90% Comm
10% Fee

General

Location
Bohemia, NY, US
12 Month Gross Revenue
$5,000
Number of Accounts
1
Avg Client Age
50

Overview

Insurance, Investment and Resource Firm.
Looking to buy and or Merge with the right people/company.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging