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Financial Advisor   

$12MM AUM | $175,000 GDC in Moorestown, NJ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Moorestown, NJ, US
12 Month Gross Revenue
$175,000
Number of Accounts
75
Avg Client Age
35

Overview

I am a CFP practicing fee based financial planning, my clientele is primarily medical professionals. I have been building my practice for 11years, currently a RIA firm with revenue from AUM, planning fees and insurance commissions. I am interested in acquisition and stepping in for transition of senior advisors business.

 
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