$5MM AUM | $75,000 GDC in Chalfont, PA
Member is Interested In:
I am a producing manager with Prudential Advisors. I would like to partner experienced advisors with newer advisors that we have here. I can offer an investment platform with all the corporate benefits and you can still maintain your DBA.
Personally, I would like to merge my skills and talents to partner with existing books of business with the expectation to purchase/succeed advisors looking to retire.