Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
861 days old
General
Location
West Babylon, NY, US
Profile Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$6,000,000.00
Gross Revenue
$120,000.00
# of Accounts
15
Avg Client Age
45
Overview

I am a Financial Planner / Investment Advisor with 16 years of experience on both the Securities side and Insurance side of the business.

I am currently looking to grow my practice organically and through acquisitions. I have the financial backing to purchase books with or without bank financing.

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