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Financial Advisor   

$5MM AUM | $35,000 GDC in Saratoga Springs, NY

Member Level
Basic
Last Activity
within 2 months

Business Mix:

90% Comm
10% Fee

General

Location
Saratoga Springs , NY, US
12 Month Gross Revenue
$35,000
Number of Accounts
75
Avg Client Age
42

Overview

I'm a insurance and mutual fund RIA. I'm Looking to grow my practice by purchasing a book of business

 

Has Office Space to Share in Saratoga Springs , NY

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