$3MM AUM | $175,000 Rev in
New York, NY
I am a financial services professional with 4 years experience in the Insurance and Financial services industry. I have recently expanded my practice as an Investment Advisor Representative to offer fee based investment management and comprehensive financial planning. I am looking to expand my prospective client base and increase cash flow moving forward by purchasing an existing Investment Advisor Book of Business to onboard and integrate with my IA's established top tier platform. If you have a book of clients who are willing to carry over their accounts upon meeting me and my team, please reach out.