$5MM AUM | $62,500 GDC in Hemet, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Hemet, CA, US
Fee 0% Commission 100%
Gross Revenue
$62,500
# of Accounts
50
Avg Client Age
60
Overview

Fee-Only Planner looking for the opportunity to purchase or merge book of business.

Extended Profile Information

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