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Financial Advisor   

$75MM AUM | $1MM GDC in San Diego, CA

Member Level
Basic
Last Activity
this month

Business Mix:

5% Comm
95% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
40
Avg Client Age
50

Overview

Successful wealth management practice looking to acquire external boutique advisory practice to transition in to a large firm with a very lucrative transition plan.

 
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