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Financial Advisor

$105MM AUM | $450,000 GDC in San Diego, CA

Member Level
Premier
Last Activity
this month

Business Mix:

50% Comm
50% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$450,000
Number of Accounts
300
Avg Client Age
65

Overview

I'm not interested in a sale, but rather a merger. I'm open to chat to see if there's synergy between your team and mine & if we have similar business models etc.

 
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