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Financial Advisor

$8MM AUM | $9,000 GDC in East Chatham, NY

Member Level
Basic
Last Activity
2 weeks

Business Mix:

100% Comm
0% Fee

General

Location
East Chatham, NY, US
12 Month Gross Revenue
$9,000
Number of Accounts
111
Avg Client Age
60

Overview

My firm is an independent tax return preparation service providing financial services, including investment accounts, currently under my B/D, but soon will be an investment advisor representative and will be able to provide fee based services. I would like to grow my practice with the acquisition of a similar firm.

 
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