Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Profile Age
643 days old
General
Location
Cranbury, NJ, US
Profile Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$900,000.00
# of Accounts
1,000
Avg Client Age
50
Overview

New Century Investor Services is a full service independent financial planning firm based in Cranbury, N.J. We are looking for the right individual or individuals who are interested in joining an experienced team, that includes a CFP, CPA and nationally recognized 401(k) specialist, and grow you practice. If you have an existing book of business, a clean U-4 and desire to work independently in a collaborative business environment, then I would be interested in having a discussion with you. There will also be succession opportunities for the right person.

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