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SL advisors Listing
Financial Advisor   

$15MM AUM | $100,000 GDC in Irvine, CA

Member Level
Basic
Last Activity
this month

Business Mix:

70% Comm
30% Fee

General

Location
Irvine , CA, US
12 Month Gross Revenue
$100,000
Number of Accounts
50
Avg Client Age
50

Overview

Looking to grow our practice, Purchasing an existing book of business or possibly merging.

 
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