Rockland County, NY. Small independent firm to add a licensed advisor w/ >2 years experience. We have incoming leads in excess of 200 annually that we cannot presently serve. Ask for details.

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Posting as :
works at
You are currently posting as works at

I am actually in Pittsburgh now. I thought we might be able to do a revenue split on the leads you can't get to. The Investment Advisor LLC is a pure RIA. No commission revenue. Only Fees.

Let me know if you would like to talk further?

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No thank you. I'm hiring an advisor, hence my initial messaging.

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Im local and would be interested in speaking.

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Barnum, your post of 5 weeks ago went without my notice until now. Are you still interested is speaking about the open position?

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Yes

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Would be interested in knowing what your lead source is? located in Orange County NY.

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Hello, My name is Louis Wolkenstein. I am the Managing Principal of The Investment Advisor.

I Would like to talk to you about your lead overflow situation. Please contact me.

Louis, I see you're in West Pittston PA. Please explain why you're interested in discussion?

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