Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
694 days old
General
Location
Potsdam, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$40,000.00
# of Accounts
50
Avg Client Age
60
Overview

I am looking to expand my book of business and continue to add clients that need help with wealth management. The clients that I can help the most are ones that have 401K roll overs and or IRA accounts with over $100,000.

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