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Financial Advisor   

$220MM AUM | $2.3MM GDC in Latham, NY

Member Level
Basic
Last Activity
within 2 months

Business Mix:

2% Comm
98% Fee

General

Location
Latham, NY, US
12 Month Gross Revenue
$2,300,000
Number of Accounts
850
Avg Client Age
55

Overview

Fee Based Financial Planning firm interested in local firm that may be a good fit.

 
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