$2MM AUM | $20,000 GDC in Ballston Lake, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
124 days old
General
Location
Ballston Lake, NY, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$20,000.00
# of Accounts
6
Avg Client Age
58
Overview

CFP with ten plus years experience looking to join a practice or buy one. Past job was with a local credit union where I successfully built a book over $50million

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