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Financial Advisor

$100MM AUM | $600,000 GDC in Roseville, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Roseville, CA, US
12 Month Gross Revenue
$600,000
Number of Accounts
300
Avg Client Age
55

Overview

potentially interested in buying book from retiring agent/rep

 

Has Office Space to Share in Roseville, CA

I own building I am in

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