$10MM AUM | $200,000 GDC in Dewitt, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Dewitt, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$200,000.00
# of Accounts
75
Avg Client Age
65
Overview

My focus is on full financial planning. I am especially experienced with LTC planning strategies, both long term and immediate, to protect client assets. I am a younger adviser who is looking to grow my business or join an existing practice. I’m analytical, but very empathetic with clients.

I have have the following licenses: Series 7, Series 6, Series 65, Series 63, Life accident and Health. I hold an RICP®

I currently live in Syracuse, but my roots are in Williamsville. I am also considering changing to a different broker, which could make any transition very smooth.

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