Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
402 days old
General
Location
Ramsey, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$325,000.00
# of Accounts
113
Avg Client Age
60
Overview

Fee only IAR. Existing clients with about 10Mil in VA products, no trails and no longer selling.

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