Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
616 days old
General
Location
Saco, ME, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$230,000.00
# of Accounts
375
Avg Client Age
55
Overview

Fee-based business, individuals and business. Financial Planning business is growing each year.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...