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Financial Advisor   

$5MM AUM | $40,000 GDC in Massena, NY

Member Level
Basic
Last Activity
2 weeks

Business Mix:

60% Comm
40% Fee

General

Location
Massena, NY, US
12 Month Gross Revenue
$40,000
Number of Accounts
110
Avg Client Age
55

Overview

Financial planning offering Insurance and Investments mostly in NY. Office located in upstate NY

 
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