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Financial Advisor   

$275MM AUM | $1.4MM GDC in Victor, NY

Member Level
Premier
Last Activity
2 weeks

Business Mix:

50% Comm
50% Fee

General

Location
Victor, NY, US
12 Month Gross Revenue
$1,400,000
Number of Accounts
1,500
Avg Client Age
55

Overview

Independent Comprehensive Estate and Financial Planning.

Always open to acquiring a retiring planner's business / clients if the fit is right.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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