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Financial Advisor   

$15MM AUM | $190,000 GDC in Pine Brook, NJ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Pine Brook, NJ, US
12 Month Gross Revenue
$190,000
Number of Accounts
228
Avg Client Age
55

Overview

Independent RIA who also conducts a fair amount of life insurance planning and some broker dealer business for clients. I hope to find a practice that I could eventually purchase or merge into mine.

 
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