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Financial Advisor   

$1.7MM AUM | $170MM GDC in Brea, CA

Member Level
Basic
Last Activity
this month

Business Mix:

80% Comm
20% Fee

General

Location
Brea, CA, US
12 Month Gross Revenue
$170,000,000
Number of Accounts
5,000
Avg Client Age
65

Overview

I am a Registered Investment Advisor looking to acquire and purchase smaller size practices that are fee based accounts with client ages ranging from 40-70 years old. Household accounts only.

 
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