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Financial Advisor

$30MM AUM | $275,000 GDC in King Of Prussia, PA

Member Level
Premier
Last Activity
this week

Business Mix:

5% Comm
95% Fee

General

Location
King Of Prussia, PA, US
12 Month Gross Revenue
$275,000
Number of Accounts
50
Avg Client Age
55

Overview

I have my CFP and ChFC. My business consists of both individuals and 401k clients. I've been in the financial services industry for over 10 years. I am part of 850 Million AUM hybrid RIA in the Philadelphia area, and serve as Senior Vice President of Wealth Management. My goal with succession link is to help identify a partner looking for a succession candidate or to buy a practice as well as to entertain practice merger opportunities.

 

Has Office Space to Share in King Of Prussia, PA

My team and I moved into our office space 1 year ago and have several offices still available.

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