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

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This member is currently researching and engaging existing inquiries.
Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller | Succession
Location
Clinton, NY, US
Fee 0% Commission 100%
$245,000
Gross Revenue
250
# of Accounts
63
Avg Client Age
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.

Extended Profile Information

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