Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Barnegat Township, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$125,000.00
# of Accounts
300
Avg Client Age
65
Overview

I recently obtained my CFP and am looking to grow my business and continue to provide high quality service to all clients

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