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Financial Advisor   

$9MM AUM | $70,000 GDC in Long Beach, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Long Beach, NY, US
12 Month Gross Revenue
$70,000
Number of Accounts
110
Avg Client Age
40

Overview

My business is focused on providing an excellent client experience. I frequently call clients to stay in touch and make sure Their investment objectives are in line with the service and results I am providing. Most of my clients are in the accumulation phase and we have laid out an investment and retirement plan through our Envision planning tool.
I am looking to provide that same high level of service to future clients of a sunsetting practice or book of business

 
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