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Financial Advisor   

$50MM AUM | $300,000 GDC in Bellefonte, PA

Member Level
Basic
Last Activity
this week

Business Mix:

90% Comm
10% Fee

General

Location
Bellefonte, PA, US
12 Month Gross Revenue
$300,000
Number of Accounts
200
Avg Client Age
50

Overview

RIAs/CFPs' with 44 years combined experience, very interested in purchasing an existing book of business. We have offices in the Altoona, Scranton, and State College areas.

 
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