$3MM AUM | $20,000 GDC in Toms River, NJ

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Toms River, NJ, US
Fee 0% Commission 100%
Gross Revenue
$20,000
# of Accounts
105
Avg Client Age
52
Overview

I am looking to purchase a practice, or merge with a HD Vest advisor. Not willing to change B/D's.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...