Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
79 days old
General
Location
Hamden, CT, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$325,000.00
# of Accounts
110
Avg Client Age
35
Overview

26 years old, two-time national emerging advisor of the year. Major insurance producer looking to expand on the AUM side of the business. Physician only practice.

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