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Financial Advisor   

$40MM AUM | $200,000 GDC in Frisco, TX

Member Level
Premier
Last Activity
this week

Business Mix:

30% Comm
70% Fee

General

Location
Frisco, TX, US
12 Month Gross Revenue
$200,000
Number of Accounts
1,500
Avg Client Age
750

Overview

I am interested in learning more about your practice and how it may potentially fit with what I am doing. I am open to various ideas.

 

Looking for Office Space in Frisco, TX

I am looking to buy/merge into a practice. Also open to joining a practice.

Contact to discuss details
 
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