$73MM AUM | $457,000 GDC in Cherry Hill, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Merge
Location
Cherry Hill, NJ, US
Fee 0% Commission 100%
$457,000
Gross Revenue
350
# of Accounts
60
Avg Client Age
Overview

2 rep office with fee and commission based business in addition to individual clients work with 401K plans and other retirement business plans. Seeking to merge with a similar rep to expand and provide more services. Also looking for experienced insurance agent and CPA to add to resources. Can have a professional partnership relationship.

Extended Profile Information

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