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Financial Advisor   

$30MM AUM | $250,000 GDC in Oviedo, FL

Member Level
Basic
Last Activity
this month

Business Mix:

75% Comm
25% Fee

General

Location
Oviedo, FL, US
12 Month Gross Revenue
$250,000
Number of Accounts
250
Avg Client Age
60

Overview

Financial planning and asset management for mature pre-retired and retired individuals in Central Florida.

 
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