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Financial Advisor   

$153MM AUM | $1.1MM GDC in Beaver, PA

Member Level
Lite
Last Activity
this week

Business Mix:

15% Comm
85% Fee

General

Location
Beaver, PA, US
12 Month Gross Revenue
$1,100,000
Number of Accounts
750
Avg Client Age
55

Overview

A comprehensive wealth management practice including CPA relationship with full tax compliance and planning. We are looking to grow via merger and/or acquisition of primarily fee based practices who share similar core values.

 
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