$6MM AUM | $42,000 GDC in Franklin, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
334 days old
General
Location
Franklin, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$6,000,000.00
Gross Revenue
$42,000.00
# of Accounts
100
Avg Client Age
45
Overview

I am a young CFP looking to acquire a book of business to help build our overall team’s practice At our office our team utilizes strong discretionary models based on our clients risk tolerance and stage of life.

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