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Financial Advisor

$100MM AUM | $500,000 GDC in Tampa, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Tampa, FL, US
12 Month Gross Revenue
$500,000
Number of Accounts
650
Avg Client Age
55

Overview

90% fee based. looking to acquire assets.

 

Looking for Office Space in Tampa, FL

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Has Office Space to Share in Tampa, FL

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Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging