$23MM AUM | $280,000 GDC in Williamsville, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Williamsville, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$280,000.00
# of Accounts
75
Avg Client Age
60
Overview

29 year old CFP® and planning-focused professional with seven years of experience at current firm. Seeking an opportunity where I can transition a portion of my clients, continue to develop as a professional and have the ability to eventually earn a leadership position.

I have been with a large wirehouse since I started in the industry in 2012, and became a CERTIFIED FINANCIAL PLANNER™ certificant in 2017. I believe it's my duty to always make sure I'm serving my clients in the best way possible in a way that aligns with my values. It's important for me to be in an environment where I can be challenged, fulfilled, and continue to develop into the best planner I can be. I am always interested in connecting with like-minded financial planners doing good work for their clients, and am open to exploring the possibility of joining an established firm if the right opportunity were to present itself.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...