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Financial Advisor   

$135MM AUM | $750,000 GDC in Plano, TX

Member Level
Basic
Last Activity
within 2 months

Business Mix:

25% Comm
75% Fee

General

Location
Plano, TX, US
12 Month Gross Revenue
$750,000
Number of Accounts
350
Avg Client Age
55

Overview

Looking to grow an already successful practice.

 
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