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Financial Advisor   

$30MM AUM | $150,000 GDC in Wallingford, CT

Member Level
Premier
Last Activity
this week

Business Mix:

96% Comm
4% Fee

General

Location
Wallingford, CT, US
12 Month Gross Revenue
$150,000
Number of Accounts
70
Avg Client Age
60

Overview

I am looking to purchase a book of business I have 49years of experience as a financial advisor and estate planner. I have 2 younger associates and plan on bringing on a few more. I have mostly commission business at present.

 
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