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Financial Advisor   

$13MM AUM | $120,000 GDC in Rochester, NY

Member Level
Premier
Last Activity
today

Business Mix:

10% Comm
90% Fee

General

Location
Rochester, NY, US
12 Month Gross Revenue
$120,000
Number of Accounts
50
Avg Client Age
50

Overview

I am part of a firm that has over $50M in assets under management. Looking for advisors with quality books of business that needs a successor - one who will take care of the clients and has a quality firm resources to provide top notch service.

 
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