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Financial Advisor   

$9.2MM AUM | $70,000 GDC in Oviedo, FL

Member Level
Basic
Last Activity
this week

Business Mix:

1% Comm
99% Fee

General

Location
Oviedo, FL, US
12 Month Gross Revenue
$70,000
Number of Accounts
157
Avg Client Age
57

Overview

Our goal is to limit risk of families through wealth management services.
How we do this:
Portfolio Management Advising
Estate Advising
Insurance Advising
Investment Advice & Education

 
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