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Financial Advisor   

$15MM AUM | $240,000 GDC in Jenkintown, PA

Member Level
Basic
Last Activity
this week

Business Mix:

25% Comm
75% Fee

General

Location
Jenkintown, PA, US
12 Month Gross Revenue
$240,000
Number of Accounts
250
Avg Client Age
55

Overview

Jenkintown financial services firm with over 25 years experience. Serving individuals, families, and small business. Looking to grow the firm.

 
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