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Financial Advisor   

$30MM AUM | $200,000 GDC in Boston, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Boston, MA, US
12 Month Gross Revenue
$200,000
Number of Accounts
300
Avg Client Age
55

Overview

Interested in acquiring or merging with an existing practice. We are a team in the Boston office of Wells Fargo

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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Financing Resources
Acquisition Guidance
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