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Financial Advisor

$105MM AUM | $1MM GDC in Athens, GA

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Athens, GA, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
250
Avg Client Age
62

Overview

Community bank trust department seeking acquisitions of fee-based Registered Investment Advisors and/or Trust assets in northeast Georgia.

 
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