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Financial Advisor   

$56MM AUM | $1MM GDC in Marlton, NJ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

75% Comm
25% Fee

General

Location
Marlton, NJ, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
1,000
Avg Client Age
65

Overview

I am currently an employee and am interested in either becoming a successor or in buying a practice.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging