$20MM AUM | $200 GDC in Danvers, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Danvers, MA, US
Listing Type
Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$200.00
# of Accounts
200
Avg Client Age
55
Overview

Currently I am the only rep in Massachusetts with my current broker dealer. I am about 10 years from retirement. I am still growing my business but it is important to me to set up a succession pla. Most of my clients are in the Metro West and South shore areas. AUM is $20M

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