$42MM AUM | $290,000 GDC in Webster, MA

Market
Advisor
Member Level
Lite
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Succession
Location
Webster, MA, US
Fee 0% Commission 100%
$290,000
Gross Revenue
310
# of Accounts
55
Avg Client Age
Overview

I have 42 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.

Extended Profile Information

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