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Financial Advisor   

$20MM AUM | $150,000 GDC in Lincroft, NJ

Member Level
Premier
Last Activity
this week

Business Mix:

50% Comm
50% Fee

General

Location
Lincroft, NJ, US
12 Month Gross Revenue
$150,000
Number of Accounts
200
Avg Client Age
50

Overview

My objective is to purchase a book of business to provide excellent support and communication to just as they would expect from their current advisor. Hopefully, the current advisor and myself can make a successful arrangement for a successful transition.

 
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