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Financial Advisor   

$20MM AUM | $200,000 GDC in Boca Raton, FL

Member Level
Basic
Last Activity
within 3 months

Business Mix:

10% Comm
90% Fee

General

Location
Boca Raton, FL, US
12 Month Gross Revenue
$200,000
Number of Accounts
25
Avg Client Age
60

Overview

The purpose would be to potentially buy a book of business that has opportunity for growth and assets under management.

 
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