$30MM AUM | $140,000 GDC in Southampton, PA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Seller
Location
Southampton, PA, US
Fee 0% Commission 100%
Gross Revenue
$140,000.00
# of Accounts
500
Avg Client Age
55
Overview

I'm an RIA and insurance agent. the mix of the RIA is M.F. Stocks & ETF's, both for individuals, and 401k's.
all the income from the insurance is trail commission.
Looking to retire soon.

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