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Financial Advisor   

$180MM AUM | $1.9MM GDC in Bellevue, WA

Member Level
Basic
Last Activity
within 2 months

Business Mix:

32% Comm
68% Fee

General

Location
Bellevue, WA, US
12 Month Gross Revenue
$1,890,000
Number of Accounts
600
Avg Client Age
58

Overview

I am following up on an email that was sent to me regarding the sale of a book of business in Mount Lake Terrace WA

 
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