$5MM AUM | $40,000 GDC in Conshohocken, PA
Member is Interested In:
Currently an Associate Financial Advisor with a very successful franchise of a major B/D. Looking to expand my own personal book of business and leverage my background in investment management and 401(k)'s. Currently managing of a book of $35mm. Would ideally like to partner up with an Advisor who is starting to think about their succession plan.