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Financial Advisor   

$77MM AUM | $605,000 GDC in Beverly, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
Beverly, MA, US
12 Month Gross Revenue
$605,000

Overview

Although not having an acquisition in the past, I have successfully transferred my book of business from one B/D to another with over 90% retention.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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Financing Resources
Acquisition Guidance
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