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Financial Advisor   

$30MM AUM | $215,000 GDC in Woodlands, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Woodlands , TX, US
12 Month Gross Revenue
$215,000
Number of Accounts
30
Avg Client Age
54

Overview

Financial Advisor Certified Financial Planner (R) practitioner. seeking to purchase a practice in and around the Houston Texas metropolitan area.

 
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