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Financial Advisor   

$15MM AUM | $150,000 GDC in Palm Harbor, FL

Member Level
Basic
Last Activity
this week

Business Mix:

5% Comm
95% Fee

General

Location
Palm Harbor, FL, US
12 Month Gross Revenue
$150,000
Number of Accounts
200
Avg Client Age
50

Overview

We are a boutique independent advisory firm looking to grow our book of business. We focus on personalized client service with a comprehensive financial planning approach. We have office space for more independent advisors to operate with higher payouts than most firms.

 

Has Office Space to Share in Palm Harbor, FL

We have office space available to operate as an independent or as a team. Let me know what you are looking for and we'll see what we can work out.

Contact to discuss details
 
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