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Financial Advisor   

$12MM AUM | $125,000 GDC in Largo, FL

Member Level
Premier
Last Activity
this month

Business Mix:

20% Comm
80% Fee

General

Location
Largo, FL, US
12 Month Gross Revenue
$125,000
Number of Accounts
75
Avg Client Age
50

Overview

I specialize in comprehensive financial planning and wealth management. I am looking to acquire a 15 - 30 AUM practice in the Tampa Bay Area and expanding my client base and reach.

 
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