$2MM AUM | $10,000 GDC in Boston, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Boston, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$10,000.00
Overview

I am CPA, CFP®, and Personal Financial Specialist with many years of financial planning, relationship management, and sales experience. I am looking to acquire a book of business as I have the desire to be an entrepreneur and grow a business.

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