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Financial Advisor   

$75MM AUM | $625,000 GDC in Port St Lucie, FL

Member Level
Premier
Last Activity
today

Business Mix:

30% Comm
70% Fee

General

Location
Port St Lucie, FL, US
12 Month Gross Revenue
$625,000
Number of Accounts
200
Avg Client Age
65

Overview

We are a financial planning firm looking to grow through acquisition or a possible merge with another firm.

 
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