$15MM AUM | $200,000 GDC in Newyork, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Newyork, NY, US
Fee 0% Commission 100%
$200,000
Gross Revenue
40
# of Accounts
60
Avg Client Age
Overview

I do financial planning. I mainly do variable annuities and life insurance. I am looking to acquire a small book to test this strategy out of variable annuities.

Extended Profile Information

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