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Financial Advisor

$68MM AUM | $500,000 GDC in Richmond, VA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Richmond, VA, US
12 Month Gross Revenue
$500,000
Number of Accounts
300
Avg Client Age
62

Overview

I currently manage individual's money on a fee arrangement and corporation 401ks on a fee arrangement. I am looking to purchase a book of business

 
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