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Financial Advisor   

$2.5MM AUM | $40,000 GDC in Indian Wells, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Indian Wells, CA, US
12 Month Gross Revenue
$40,000
Number of Accounts
500
Avg Client Age
55

Overview

Newer advisor, looking to purchase a practice in my area.

 
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