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Financial Advisor

$200MM AUM | $1.8MM GDC in New Albany, OH

Member Level
Lite
Last Activity
within 3 months

Business Mix:

50% Comm
50% Fee

General

Location
New Albany, OH, US
12 Month Gross Revenue
$1,800,000
Number of Accounts
400
Avg Client Age
60

Overview

I am looking to add an adviser that wants a plug and play situation and an exit strategy for their practice.

 
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