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Financial Advisor

$35MM AUM | $248,000 GDC in Plattsburgh, NY

Member Level
Basic
Last Activity
this month

Business Mix:

75% Comm
25% Fee

General

Location
Plattsburgh, NY, US
12 Month Gross Revenue
$248,000
Number of Accounts
700
Avg Client Age
62

Overview

I am looking for opportunities to purchase a practice in Clinton, Franklin and St. Lawrence counties of NY. I am part of a bank program that is interested in acquisitions.

 
Extended Profile Information

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