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Financial Advisor   

$17MM AUM | $300,000 GDC in Southampton, PA

Member Level
Lite
Last Activity
6 months or more

Business Mix:

60% Comm
40% Fee

General

Location
Southampton, PA, US
12 Month Gross Revenue
$300,000
Number of Accounts
172
Avg Client Age
49

Overview

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.

 
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