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Financial Advisor

$35MM AUM | $265,000 GDC in Palm Beach Gardens, FL

Member Level
Premier
Last Activity
this week

Business Mix:

40% Comm
60% Fee

General

Location
Palm Beach Gardens, FL, US
12 Month Gross Revenue
$265,000
Number of Accounts
130
Avg Client Age
65

Overview

Practice is 60/40 fee/transaction. Expanding planning services platform. Want to purchase or merge a practice located in Florida.

 
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