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Financial Advisor   

$8MM AUM | $75,000 GDC in Portland, ME

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Portland, ME, US
12 Month Gross Revenue
$75,000
Number of Accounts
50
Avg Client Age
50

Overview

Looking to acquire books of business, especially in the $20 million AUM or under range.

 
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