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Financial Advisor   

$5MM AUM | $50,000 GDC in Wexford, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Wexford , PA, US
12 Month Gross Revenue
$50,000
Number of Accounts
40
Avg Client Age
55

Overview

our firm provide employee benefits to small and midsized companies. we also provide comprehensive planning for business owners and upper middle income consumers

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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