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Financial Advisor

$100MM AUM | $800,000 GDC in Ponte Vedra Beach, FL

Member Level
Basic
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Ponte Vedra Beach, FL, US
12 Month Gross Revenue
$800,000
Number of Accounts
500
Avg Client Age
55

Overview

Interested in purchasing a book of business or have someone merge and I become the successor.

 
Extended Profile Information

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Finance
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