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Financial Advisor   

$7MM AUM | $60,000 GDC in Richmond, VA

Member Level
Basic
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Richmond, VA, US
12 Month Gross Revenue
$60,000
Number of Accounts
20
Avg Client Age
55

Overview

I have a business focused on Retirement advice and managing assets. I work with professionals and families accounts vary form 2M down to200K Bulit up on Referrals and Seminars.

 
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