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Financial Advisor

$100MM AUM | $400,000 GDC in Andover, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

40% Comm
60% Fee

General

Location
Andover, MA, US
12 Month Gross Revenue
$400,000
Number of Accounts
400
Avg Client Age
50

Overview

Practice consisting of individuals an businesses. Focus is on retirement planning. Looking for opportunities to buy books of business.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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