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Financial Advisor

$4MM AUM | $50,000 GDC in Buffalo, NY

Member Level
Basic
Last Activity
this month

Business Mix:

80% Comm
20% Fee

General

Location
Buffalo, NY, US
12 Month Gross Revenue
$50,000
Number of Accounts
121
Avg Client Age
41

Overview

I am in my 5th year of business focusing on Retail Financial Planning and Life/DI Clients, I am looking to grow through referral and acquisition.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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Financing Resources
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