$12MM AUM | $120,000 GDC in Bedford, NH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Bedford, NH, US
Fee 0% Commission 100%
Gross Revenue
$120,000
# of Accounts
50
Avg Client Age
40
Overview

Full financial planning. most revenue comes from planning fees, and insurance. My goal is to increase my investment business

Extended Profile Information

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