Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
375 days old
General
Location
Whitestone, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$4,000,000.00
Gross Revenue
$40,000.00
# of Accounts
30
Avg Client Age
60
Overview

ADD ADDITIONAL CLIENTS TO MY PRACTICE THAT NEED FINANCIAL ADVISE. I WOULD ALSO LIKE TO MEET OTHER ADVISORS THAT ARE LOOKING FOR A TRUSTED,HONEST AND COMPETENT ADVISOR FOR SUCCESSION PLANNING.

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