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Financial Advisor   

$30MM AUM | $250,000 GDC in Canfield, OH

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Canfield, OH, US
12 Month Gross Revenue
$250,000
Number of Accounts
450
Avg Client Age
58

Overview

I current run a wealth management practice assisting client in retirement planning. I will consider a merger, but prefer to buy a practice.

 
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