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Financial Advisor   

$5MM AUM | $300,000 GDC in New York, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$300,000
Number of Accounts
160
Avg Client Age
60

Overview

Looking to merge with brokers/advisers who are looking to effectively retire and have Assets managed in a joint rep.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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