$70MM AUM | $545,000 GDC in Wayne, NJ

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Wayne, NJ, US
Fee 0% Commission 100%
Gross Revenue
$545,000.00
# of Accounts
150
Avg Client Age
65
Overview

I am an independent advisor with my own franchise in Wayne New Jersey and expanding/moving my main office to Morristown, NJ. I currently live in Morristown, New Jersey. I have been licensed and working in the business for over 15 years and am a practicing CFP with over $70M in AUM looking to grow.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...