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Financial Advisor   

$250 AUM | $770 GDC in Parsippany, NJ

Member Level
Premier
Last Activity
this week

Business Mix:

65% Comm
35% Fee

General

Location
Parsippany, NJ, US
12 Month Gross Revenue
$770
Number of Accounts
300
Avg Client Age
70

Overview

My business partner and I manage 250 million in assets. We just moved in September of 2016 from Stifel to RBC Wealth Management. Our practice is both managed money (Wrap fee business) as well as transactional business, mainly ___ Income (municipal Bonds Preferred Stock, Corporate Bonds )

 
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