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Financial Advisor   

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

Member Level
Basic
Last Activity
within 3 months

Business Mix:

20% Comm
80% Fee

General

Location
Caldwell, NJ, US
12 Month Gross Revenue
$95,000
Number of Accounts
300
Avg Client Age
45

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

 
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