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Financial Advisor

$10MM AUM | $100,000 GDC in Warren, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

40% Comm
60% Fee

General

Location
Warren, PA, US
12 Month Gross Revenue
$100,000
Number of Accounts
30
Avg Client Age
55

Overview

We are an independant advisory firm that specializes in investment management and financial planning.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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