$8.4MM AUM | $12,500 GDC in Colchester, CT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Colchester, CT, US
Fee 0% Commission 100%
Gross Revenue
$12,500.00
# of Accounts
291
Avg Client Age
50
Overview

start up financial advisor looking for 30M-40M book
due to detachment from bank to go independent. Small community based business partnered with a seasoned FA.

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