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Financial Advisor   

$70MM AUM | $350,000 GDC in The Villages, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
The Villages, FL, US
12 Month Gross Revenue
$350,000
Number of Accounts
400
Avg Client Age
65

Overview

20 year industry veteran looking to merge with or possibly buy an established book of advisory business.

 
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