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Financial Advisor   

$200MM AUM | $2.1MM GDC in Jacksonville, FL

Member Level
Premier
Last Activity
this month

Business Mix:

20% Comm
80% Fee

General

Location
Jacksonville, FL, US
12 Month Gross Revenue
$2,100,000
Number of Accounts
2,000
Avg Client Age
50

Overview

We are an independent firm operating as an OSJ with Cambridge as our BD/RIA. We are actively looking to add advisors to the OSJ and buy practices in Florida.

 
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