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Financial Advisor   

$230MM AUM | $1.4MM GDC in Portland, CT

Member Level
Premier
Last Activity
2 weeks

Business Mix:

30% Comm
70% Fee

General

Location
Portland, CT, US
12 Month Gross Revenue
$1,350,000
Number of Accounts
582
Avg Client Age
65

Overview

My firm is a private wealth advisory practice of Ameriprise Financial. I have a team made up of 5 support staff and 4 associate advisors. I am looking for a situation where the individual is looking for some one to be part of their succession plan and I am looking for some who if the fit is right be part of my succession plan.

 
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