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Financial Advisor   

$50MM AUM | $650,000 GDC in Williamsville, NY

Member Level
Basic
Last Activity
this month

Business Mix:

90% Comm
10% Fee

General

Location
Williamsville, NY, US
12 Month Gross Revenue
$650,000
Number of Accounts
450
Avg Client Age
70

Overview

Independent practice in the process of converting to fee based. Would like to build practice through acquisition

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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