$20MM AUM | $95,000 GDC in Caldwell, NJ

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Caldwell, NJ, US
Fee 0% Commission 100%
$95,000
Gross Revenue
300
# of Accounts
45
Avg Client Age
Overview

I am interested in becoming the OSJ for and then purchaser of an investment advisory practice for a retirement minded advisor. I have a "clean" U4 and I also have my life/health/property and casualty insurance licenses as well as being a CPA. My website is being revamped and may not be accessible

Extended Profile Information

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