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Financial Advisor   

$29MM AUM | $240,000 GDC in Renton, WA

Member Level
Premier
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Renton, WA, US
12 Month Gross Revenue
$240,000
Number of Accounts
280
Avg Client Age
50

Overview

Looking to merge practices utilizing a strategic team approach, ideally with a socially responsible/impact investment focus. Will also consider joining an established SRI firm.

 
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