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Financial Advisor

$45MM AUM | $520,000 GDC in Ponte Vedra Beach, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Ponte Vedra Beach, FL, US
12 Month Gross Revenue
$520,000
Number of Accounts
75
Avg Client Age
55

Overview

I live in Florida but most of my business is in NY/NJ, my hometown. Looking to acquire a practice or merge with the right practice

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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