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Financial Advisor   

$40MM AUM | $300 GDC in Nashville, TN

Member Level
Basic
Last Activity
within 2 months

Business Mix:

50% Comm
50% Fee

General

Location
Nashville, TN, US
12 Month Gross Revenue
$300
Number of Accounts
100
Avg Client Age
62

Overview

Wealth management and financial planning. We have a very competent financial planning department Looking for smaller books to acquire in order to offer our services and further grow our practice.

 
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