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Financial Advisor   

$35MM AUM | $290,000 GDC in Webster, MA

Member Level
Lite
Last Activity
this month

Business Mix:

80% Comm
20% Fee

General

Location
Webster, MA, US
12 Month Gross Revenue
$290,000
Number of Accounts
310
Avg Client Age
55

Overview

I have 41 years in the insurance and financial advisory business. I enjoy doing 401(k) strategies and assuring people of a paycheck in retirement. I have also had 7 producers under my branch. I'm looking to be part of a "team" approach to client acquisition and strategic development.

 
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