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Financial Advisor   

$60MM AUM | $450,000 GDC in Columbia, SC

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Columbia, SC, US
12 Month Gross Revenue
$450,000
Number of Accounts
200
Avg Client Age
60

Overview

RIA with money management expertise and 100% annuitized fee income. Clients in CA, NY, SC, NC, CT and GA.

 
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