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Financial Advisor   

$121MM AUM | $2MM GDC in Parsippany, NJ

Member Level
Basic
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Parsippany, NJ, US
12 Month Gross Revenue
$2,007,000
Number of Accounts
495
Avg Client Age
55

Overview

Financial planning and wealth management. I may look to acquire a small RIA business to add to my existing business if it fits well.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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