Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
598 days old
General
Location
Washington Township, NJ, US
Profile Type
Find Successor
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$400,000.00
# of Accounts
200
Avg Client Age
66
Overview

CFP with over 30 years experience looking to mentor and find an associate between 30- 50 with at least two years experience in the financial services industry to eventually take over my business. Have a beautiful professional building with a office available.

“Securities offered through Securities Service Network, LLC, Member FINRA/SIPC?”

Charles Schwab & Co.

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