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Financial Advisor   

$92MM AUM | $920,000 GDC in Cornelius, NC

Member Level
Premier
Last Activity
within 2 months

Business Mix:

20% Comm
80% Fee

General

Location
Cornelius, NC, US
12 Month Gross Revenue
$920,000
Number of Accounts
423
Avg Client Age
65

Overview

We are a Registered advisor firm which focus on semi high net worth families. We are look to buy a firm that already has assets under management.

 
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