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Financial Advisor   

$28MM AUM | $400,000 GDC in New York, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

75% Comm
25% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$400,000
Number of Accounts
100
Avg Client Age
55

Overview

I'm currently moving my practice to more fee based business.

 
Extended Profile Information

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Finance
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