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Financial Advisor   

$91MM AUM | $650,000 GDC in Atlanta, GA

Member Level
Basic
Last Activity
today

Business Mix:

20% Comm
80% Fee

General

Location
Atlanta, GA, US
12 Month Gross Revenue
$650,000
Number of Accounts
100
Avg Client Age
60

Overview

Looking to grow my practice through acquiring / merging independent practices. 18+ Years of Experience, 25+ Year time horizon moving forward. Currently run a predominantly fee based business with an emphasis on comprehensive financial planning.

 
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