$10MM AUM | $100,000 GDC in Seymour, CT

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
463 days old
General
Listing Type
Buyer | Continuity | Successor
Location
Seymour, CT, US
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
45
Avg Client Age
58
Overview

I have lengthy experience in: Business Development, client relationship management, financial planning, risk management. I am looking to join or purchase practice with like minded professionals: key being integrity, honesty, full disclosure.

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