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Financial Advisor

$295MM AUM | $2.4MM GDC in Rehoboth Beach, DE

Member Level
Lite
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Rehoboth Beach, DE, US
12 Month Gross Revenue
$2,400,000
Number of Accounts
745
Avg Client Age
58

Overview

We are an SEC Registered Investment Advisor located in Southern Delaware with just under $300 mm in assets under management and advisement. Our business lines are wealth management, 401(K) fiduciary services and insurance. We are seeking other advisors, with an existing book of business, to join our dynamic team.

 

Has Office Space to Share in Rehoboth Beach, DE

Offices in Rehoboth, Wilmington, South Florida, PA , NJ and CA

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