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Financial Advisor   

$60MM AUM | $275,000 GDC in Pleasanton, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

40% Comm
60% Fee

General

Location
Pleasanton, CA, US
12 Month Gross Revenue
$275,000
Number of Accounts
180
Avg Client Age
67

Overview

I am a Retirement Planning Consultant oriented Financial Advisor who is interested in exploring account/book acquisition opportunities in the Tri-Valley area.

 
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