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Financial Advisor   

$90MM AUM | $600 GDC in Danbury, CT

Member Level
Basic
Last Activity
within 3 months

Business Mix:

50% Comm
50% Fee

General

Location
Danbury, CT, US
12 Month Gross Revenue
$600
Number of Accounts
400
Avg Client Age
65

Overview

50-50 mix looking right now planning to go more fee based, looking for opportunities to buy, merge,
succeed and or continue a practice.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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