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Financial Advisor   

$47MM AUM | $180,000 GDC in Lake Ariel, PA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

100% Comm
0% Fee

General

Location
Lake Ariel, PA, US
12 Month Gross Revenue
$180,000
Number of Accounts
114
Avg Client Age
60

Overview

Financial Advisor, with 34 years of experience, currently converting my book of business into fee-based, with offices in the Altoona and Scranton areas. Very interested in purchasing an existing book of business.

 
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