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Financial Advisor   

$100MM AUM | $650,000 GDC in Malvern, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Malvern, PA, US
12 Month Gross Revenue
$650,000
Number of Accounts
200
Avg Client Age
58

Overview

We are a group that is employed by Meridian Bank in Malvern PA. We work in both an advisory and brokerage capacity. We are looking to be aggressive buyers of assets in our region. LPL is our BD and we custody a big percentage of our assets at SEI.

 
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