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Financial Advisor   

$19MM AUM | $160,000 GDC in Rochester, NY

Member Level
Basic
Last Activity
2 weeks

Business Mix:

20% Comm
80% Fee

General

Location
Rochester, NY, US
12 Month Gross Revenue
$160,000
Number of Accounts
340
Avg Client Age
45

Overview

I am a younger, but seasoned advisor looking to acquire a book or books of business. I'm open to working with other advisors and helping them transition/sell their practice so they can retire or buying outright. Please only contact me if you are serious.

 
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