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Financial Advisor   

$720MM AUM | $5MM GDC in Parsippany, NJ

Member Level
Lite
Last Activity
this month

Business Mix:

30% Comm
70% Fee

General

Location
Parsippany, NJ, US
12 Month Gross Revenue
$5,000,000
Number of Accounts
3,700
Avg Client Age
60

Overview

Specialize working with CPAs in providing financial services to their clients. Managed assets, qualified plans, alternative investments, insurance, financial planning. Looking to acquire and/or merge others into our network in NJ/NY.

 
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