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Financial Advisor   

$35MM AUM | $245,000 GDC in Clinton, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

95% Comm
5% Fee

General

Location
Clinton, NY, US
12 Month Gross Revenue
$245,000
Number of Accounts
250
Avg Client Age
63

Overview

60% variable annuities, 40% mutual funds.
Ideal advisor to succeed practice is client-centric, 5-10 years of experience, and resides in the Clinton, New York area.

 
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