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Financial Advisor   

$300MM AUM | $1.9MM GDC in Princeton, NJ

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Last Activity
this week

Business Mix:

0% Comm
100% Fee


Princeton, NJ, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


Advisor seeks to identify another firm with which to merge. Advisor is not interested in selling book of business in the immediate future. Advisor seeks to find a firm to merge with immediately.

The ideal candidate is a firm made up of a group of advisors who are interested in client relations and not interested in portfolio management. The ideal candidate is interested in becoming a professional salesman and understands how to speak to clients about investments and finance. The ideal candidate has at least three years of experience and will need to bring their own clients to the table and have familiarity with retirement and individual accounts. Advisor seeks candidates with an established presence within 75 miles of Princeton, NJ, however, advisor is also interested in candidates from across the country.

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