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Financial Advisor   

$40MM AUM | $400,000 GDC in Jenkintown, PA

Member Level
Premier
Last Activity
today

Business Mix:

30% Comm
70% Fee

General

Location
Jenkintown , PA, US
12 Month Gross Revenue
$400,000
Number of Accounts
130
Avg Client Age
63

Overview

I am a investment advisor with retail, trust, and institutional experience. I am looking for RIA who are looking for a unique advisor who can increase the value of a firm and be part of the transition to succession.

 
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