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Financial Advisor   

$115MM AUM | $750,000 GDC in Marshfield, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Marshfield, MA, US
12 Month Gross Revenue
$750,000
Number of Accounts
400
Avg Client Age
58

Overview

We currently work as a team of four. My father, age 62, my cousin, age 37, and my sister age 29. We are looking to buy a book of business that is mainly managed money.

 
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