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Financial Advisor   

$3MM AUM | $10,000 GDC in New Bern, NC

Member Level
Basic
Last Activity
2 weeks

Business Mix:

50% Comm
50% Fee

General

Location
New Bern, NC, US
12 Month Gross Revenue
$10,000
Number of Accounts
45
Avg Client Age
55

Overview

I run my own wealth management firm. I wish to purchase a book of business.

 
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