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Financial Advisor   

$260MM AUM | $1.8MM GDC in Webster, NY

Member Level
Basic
Last Activity
this week

Business Mix:

10% Comm
90% Fee

General

Location
Webster, NY, US
12 Month Gross Revenue
$1,800,000
Number of Accounts
1,800
Avg Client Age
60

Overview

Looking to acquire another firm to expand growth

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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