$34MM AUM | $175,000 GDC in Paramus, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Paramus, NJ, US
Fee 0% Commission 100%
$175,000
Gross Revenue
80
# of Accounts
60
Avg Client Age
Overview

I was a 500K producer on a bank platform. But I was unhappy with the proprietary direction of the company and how it impacted my freedom to advise clients properly. I left to a wirehouse but it cost me a good portion of my client base, and have been climbing back slowly. With a compact, yet powerful book, I have the time and energy to expand the base for my skills and talents.

Extended Profile Information

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