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Financial Advisor

$45MM AUM | $650,000 GDC in East Brunswick, NJ

Member Level
Premier
Last Activity
within 2 months

Business Mix:

60% Comm
40% Fee

General

Location
East Brunswick, NJ, US
12 Month Gross Revenue
$650,000
Number of Accounts
120
Avg Client Age
56

Overview

Financial/Retirement/Estate Planning for physicians, business owners, closely held corporations(employee benefits) & high net worth families.
Offering various investments, Life/Disability/LTC/REITS/BDC etc. products, as per the client's suitability. Also specialized in 401-k, Profit sharing DB plan designs, implimentations & administration. Hope to find well qualified successor, who can bring new business, as well as eventually take over my practice.

 

Has Office Space to Share in East Brunswick, NJ

We have an office space available for one advisor.

You must sign up or to discuss details.

 
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