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Financial Advisor   

$300MM AUM | $3MM GDC in Houston, TX

Member Level
Premier
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Houston, TX, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
500
Avg Client Age
55

Overview

Dual registered firm with a broker-dealer relationship and an RIA.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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