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Financial Advisor   

$65MM AUM | $525,000 GDC in Huntersville, NC

Member Level
Basic
Last Activity
within 3 months

Business Mix:

25% Comm
75% Fee

General

Location
Huntersville, NC, US
12 Month Gross Revenue
$525,000
Number of Accounts
750
Avg Client Age
65

Overview

Advisor at Hybrid RIA firm. I would like to gain information about acquiring books of business for our firm

 
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