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Financial Advisor   

$275,000 AUM | $8,000 GDC in Canadaigua, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Canadaigua, NY, US
12 Month Gross Revenue
$8,000
Number of Accounts
12
Avg Client Age
55

Overview

Im looking to merge with existing business or buy a book of business.

 
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Finance
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Zero Transaction Fees
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