$17MM AUM | $300,000 GDC in Southampton, PA
Member is Interested In:
Advisor seeks to merge with another firm for at least one year before advisor completely sells book of business. Advisor seeks to merge immediately.
The ideal candidate has at least five years experience with series 66, series 63 and similar licenses. The ideal candidate is familiar with stocks, bonds, ETFs, and options. Advisor seeks a firm with an established presences in the area from Southeast Pennsylvania to Trenton, New Jersey.