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Financial Advisor

$60MM AUM | $500,000 GDC in Hunt Valley, MD

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Hunt Valley , MD, US
12 Month Gross Revenue
$500,000
Number of Accounts
200
Avg Client Age
50

Overview

I am a CFP professional who offers comprehensive financial planning to high net worth individuals, business owners and retirees. We are looking to grow our existing business organically and by acquisition.

 
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