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Financial Advisor   

$220MM AUM | $1.3MM GDC in Sarasota, FL

Member Level
Lite
Last Activity
this week

Business Mix:

70% Comm
30% Fee

General

Location
Sarasota, FL, US
12 Month Gross Revenue
$1,300,000
Number of Accounts
300
Avg Client Age
70

Overview

Our holistic approach is based on financial planning and conservative investing. We are looking to buy or merge with an existing practice with similar values.

 
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