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Financial Advisor   

$125MM AUM | $800,000 GDC in Saratoga Springs, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Saratoga Springs, NY, US
12 Month Gross Revenue
$800,000
Number of Accounts
400
Avg Client Age
61

Overview

I'm looking to grow my practice by acquiring books of business or merging my book to acquire the right talent. We are a fee based practice with a focus on the pre and post retirement planning market. We have experienced explosive growth and I'm looking for experienced staff to facilitate our growth. If you are looking to retire or put together a succession plan than we should have a conversation.

 
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