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Financial Advisor   

$14MM AUM | $175,000 GDC in West Creek, NJ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
West Creek, NJ, US
12 Month Gross Revenue
$175,000
Number of Accounts
125
Avg Client Age
62

Overview

I focus, primarily, on managed money and financial planning. I've recently begun to focus on insurance and overall estate planning as well. I'm interested in acquiring outside practices to fuel the growth of my practice.

 
Extended Profile Information

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New Opportunities Daily
Zero Transaction Fees
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