$425MM AUM | $2.7MM GDC in Jacksonville, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Jacksonville, FL, US
Fee 0% Commission 100%
Gross Revenue
$2,728,000.00
# of Accounts
5,000
Avg Client Age
55
Overview

20 year financial advisor that also operates an independent OSJ. Looking to grow the OSJ.

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