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Financial Advisor   

$125MM AUM | $1.2MM GDC in Plantation, FL

Member Level
Basic
Last Activity
within 3 months

Business Mix:

0% Comm
100% Fee

General

Location
Plantation, FL, US
12 Month Gross Revenue
$1,200,000
Number of Accounts
500
Avg Client Age
61

Overview

Fee only IRA with $125MM AUM. Passive investment style. Looking to add advisors.

 
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