$27MM AUM | $240,000 GDC in Honolulu, HI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Honolulu, HI, US
Fee 0% Commission 100%
Gross Revenue
$240,000
# of Accounts
180
Avg Client Age
58
Overview

Provide Financial Planning to determine client's financial goals and provide solutions to help them achieve their goals. Looking to purchase, merge or hire with like minded financial professionals.

Extended Profile Information

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