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Financial Advisor   

$125,000 AUM | $850,000 GDC in Lawrenceville, NJ

Member Level
Basic
Last Activity
today

Business Mix:

25% Comm
75% Fee

General

Location
Lawrenceville, NJ, US
12 Month Gross Revenue
$850,000
Number of Accounts
200
Avg Client Age
50

Overview

We run a comprehensive financial planning practice and are looking to expand and grow both organically and through acquisition. My business partner and I are both CFP's with 10+ years of experience. We are entirely service focused and looking to build long term relationships with our clients.

 
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