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Financial Advisor

$480MM AUM | $3.8MM GDC in Warren, NJ

Member Level
Premier
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Warren, NJ, US
12 Month Gross Revenue
$3,800,000
Number of Accounts
1,728
Avg Client Age
60

Overview

Our team focuses on financial planning and investment management. Our business is 90% fee based. Our team consists of two senior advisors, two registered assistants, and another full time assistant. Ideally we would like to find an advisor who would like to transition into retirement over 1-2 years after joining our group.

 
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