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Financial Advisor

$2MM AUM | $80,000 GDC in Lancaster, NY

Member Level
Basic
Last Activity
within 3 months

Business Mix:

80% Comm
20% Fee

General

Location
Lancaster, NY, US
12 Month Gross Revenue
$80,000
Number of Accounts
50
Avg Client Age
50

Overview

I am looking to purchase an established firm in New York. My practice is a full service comprehensive financial planning practice in business for over 10 years and 30 years in the industry.

 
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