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Financial Advisor   

$120MM AUM | $1MM GDC in Marlborough, MA

Member Level
Lite
Last Activity
this week

Business Mix:

30% Comm
70% Fee

General

Location
Marlborough, MA, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
850
Avg Client Age
55

Overview

I have a practice managing over $100 million with 170 households generating $1 million in revenue. I personally have a succession plan established an am looking for opportunities to purchase other practices.

 
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