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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Honolulu, HI, US
Fee 0% Commission 100%
$240,000
Gross Revenue
180
# of Accounts
58
Avg Client Age
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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