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Financial Advisor   

$23MM AUM | $185,000 GDC in Santa Rosa, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Santa Rosa, CA, US
12 Month Gross Revenue
$185,000
Number of Accounts
300
Avg Client Age
58

Overview

I own a thriving, mature financial planning and asset management firm. I am looking to continue my growth through mergers and acquisitions of other firms as planners phase out of the business.

 
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