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Financial Advisor   

$100MM AUM | $800,000 GDC in Millbury, MA

Member Level
Basic
Last Activity
this week

Business Mix:

30% Comm
70% Fee

General

Location
Millbury, MA, US
12 Month Gross Revenue
$800,000
Number of Accounts
1,200
Avg Client Age
50

Overview

We are a growing firm with sound business practices looking to expand our first class service to clients. We have a solid infrastructure of processes and personnel in place for expansion. Best geography is within 40 miles of Worcester, MA

 
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