Overview

Fee and commission based sole practionaire practice. Approx $220k in re-occuring revenue. About 600% is from Mutal fuund “A” & “C” shares and VAs paying a trail. About 20% is from ERISA plans and 20% from managed money at 3rd party managers.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,299 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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