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Financial Advisor   

$40MM AUM | $250,000 GDC in Old Westbury, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Old Westbury, NY, US
12 Month Gross Revenue
$250,000
Number of Accounts
50
Avg Client Age
55

Overview

Fee based business, looking to build assets under management

 
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