$25MM AUM | $175 GDC in Lafayette, LA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Seller | Succession | Continuity
Location
Lafayette, LA, US
Fee 0% Commission 100%
$175
Gross Revenue
100
# of Accounts
60
Avg Client Age
Overview

Stocks, bonds, mutual funds, alternative investments annuities UIT's.
3 to 5 years away from succession.

Extended Profile Information

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