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Financial Advisor

$20MM AUM | $200,000 GDC in Cohasset, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Cohasset, MA, US
12 Month Gross Revenue
$200,000
Number of Accounts
500
Avg Client Age
50

Overview

I run a thriving practice but am looking to grow through acquisition.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging