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Financial Advisor   

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

Member Level
Basic
Last Activity
today

Business Mix:

50% Comm
50% Fee

General

Location
Southampton, PA, US
12 Month Gross Revenue
$140,000
Number 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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