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Financial Advisor

$135MM AUM | $1.1MM GDC in Washington Dc, DC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Washington Dc , DC, US
12 Month Gross Revenue
$1,100,000
Number of Accounts
300
Avg Client Age
47

Overview

I am a portfolio manager and run my business on a discretionary basis with mostly growth and income portfolios.

 
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