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Financial Advisor   

$23MM AUM | $330,000 GDC in Punta Gorda, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

67% Comm
33% Fee

General

Location
Punta Gorda , FL, US
12 Month Gross Revenue
$330,000
Number of Accounts
100
Avg Client Age
70

Overview

I have a combination of fee based and brokerage business and looking to purchase a book of business

 
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