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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Caldwell, NJ, US
Fee 0% Commission 100%
Gross Revenue
$95,000.00
# 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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