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Financial Advisor

$100MM AUM | $750,000 GDC in Houston, TX

Member Level
Basic
Last Activity
today

Business Mix:

25% Comm
75% Fee

General

Location
Houston, TX, US
12 Month Gross Revenue
$750,000
Number of Accounts
25
Avg Client Age
55

Overview

Looking to expand my ultra high net worth business through acquisitions.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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