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Financial Advisor   

$70MM AUM | $500,000 GDC in Chelmsford, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Chelmsford, MA, US
12 Month Gross Revenue
$500,000
Number of Accounts
200
Avg Client Age
59

Overview

I am an FA and Branch Manager for Wells Fargo Advisors....I am interested in learning about other FA's in my area that would consider selling/transitioning there practice over time.

 
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