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Financial Advisor   

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

Member Level
Basic
Last Activity
2 weeks

Business Mix:

30% Comm
70% Fee

General

Location
Honolulu, HI, US
12 Month Gross Revenue
$240,000
Number 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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