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Financial Advisor   

$17MM AUM | $100,000 GDC in Guerneville, CA

Member Level
Premier
Last Activity
within 2 months

Business Mix:

40% Comm
60% Fee

General

Location
Guerneville, CA, US
12 Month Gross Revenue
$100,000
Number of Accounts
75
Avg Client Age
65

Overview

Boutique practice - friends and family

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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