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Financial Advisor

$105MM AUM | $850,000 GDC in Branford, CT

Member Level
Basic
Last Activity
6 months or more

Business Mix:

70% Comm
30% Fee

General

Location
Branford, CT, US
12 Month Gross Revenue
$850,000
Number of Accounts
1,000
Avg Client Age
60

Overview

I am interested in acquiring an available book of business in the Shoreline area from East Haven to Guilford. I am focusing in on expanding my fee based business. I head up a team of 3 individuals - 2 RIAs and a licensed assistant.

 
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