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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Wayne, NJ, US
12 Month Gross Revenue
$545,000
Number 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.

 
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