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Financial Advisor   

$12MM AUM | $75,000 GDC in Wyomissing, PA

Member Level
Basic
Last Activity
this month

Business Mix:

100% Comm
0% Fee

General

Location
Wyomissing, PA, US
12 Month Gross Revenue
$75,000
Number of Accounts
200
Avg Client Age
57

Overview

I am 38 and looking to grow my book. If the right opportunity came along to acquire clients/assets in my general geographical area I would at least listen to any advsiors looking to sell their book of business. I am extremely hands on and I would need/want to analyze what I if anything I would be buying or investing in.

 
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