$17MM AUM | $390,000 GDC in Red Bank, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Red Bank, NJ, US
Fee 0% Commission 100%
Gross Revenue
$390,000.00
# of Accounts
48
Avg Client Age
61
Overview

Registered investment advisor and financial planner looking to expand business throughout Central New Jersey I have over 15 years of experience with wealth, estate, insurance, and retirement planing. I currently hold a CRPC. Looking to build on my client focused business where I can take my experience as being a financial advisor to other high net worth clients and help others in similar situations.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...