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Financial Advisor   

$10MM AUM | $50 GDC in Jacksonville, FL

Member Level
Basic
Last Activity
2 weeks

Business Mix:

100% Comm
0% Fee

General

Location
Jacksonville, FL, US
12 Month Gross Revenue
$50
Number of Accounts
100
Avg Client Age
60

Overview

Commission based business for stocks, bonds and mutual funds preparing to transition to fee based production. I am looking for clients for whom I will protect income and assets when their representative is leaving the industry or needs help maintaining client relationships.

 
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