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Financial Advisor   

$8MM AUM | $80,000 GDC in New York, NY

Member Level
Premier
Last Activity
today

Business Mix:

100% Comm
0% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$80,000
Number of Accounts
1,200
Avg Client Age
50

Overview

I'm both in production(sales) and Mgmt. As i continue to expand my team and practice, i'm hopeful to connect with people in my area with small practices that need operational support (admin/legal/compliance/Ops) that we can support and are interested in joining my team to help build their practice out further and smooth out the ratios of our practice. Would also be interested in potentially buying a small book of business

 

Has Office Space to Share in New York, NY

Brand new, modern office in prime midtown NYC location. It is our flagship office in the US for AXA Advisors LLC.

Contact to discuss details
 
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