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Financial Advisor   

$150MM AUM | $450,000 GDC in Freehold, NJ

Member Level
Basic
Last Activity
within 2 months

Business Mix:

100% Comm
0% Fee

General

Location
Freehold, NJ, US
12 Month Gross Revenue
$450,000
Number of Accounts
1,650
Avg Client Age
55

Overview

Variable and fixed annuities, mutual funds, very little life insurance.
Ideal successor would have to be knowledgeable in the 403B business, school districts in New Jersey.
2 to 3 years away from succession.

 
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