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Financial Advisor   

$10MM AUM | $75,000 GDC in Coral Gables, FL

Member Level
Basic
Last Activity
this month

Business Mix:

40% Comm
60% Fee

General

Location
Coral Gables, FL, US
12 Month Gross Revenue
$75,000
Number of Accounts
150
Avg Client Age
45

Overview

Financial planning practice with a business development partner looking to grow practice from $5m AUM to $50m AUM

 
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