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Financial Advisor   

$1,200MM AUM | $8MM GDC in Dover, MA

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Dover, MA, US
12 Month Gross Revenue
$8,000,000
Number of Accounts
130
Avg Client Age
70

Overview

I have 20 years of investment experience and believe this might be a good fit for my current firm or for a colleague. I would like to learn more about the retiring owner of the firm.

Tim

 
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