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Financial Advisor   

$100MM AUM | $1MM GDC in Devon, PA

Member Level
Basic
Last Activity
within 2 months

Business Mix:

50% Comm
50% Fee

General

Location
Devon , PA, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
1,000
Avg Client Age
70

Overview

Looking to become a successor to an already well established advisory practice made up of great advisors, clients, and culture.

 
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