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Financial Advisor   

$325MM AUM | $3MM GDC in Lancaster, PA

Member Level
Basic
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Lancaster, PA, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
750
Avg Client Age
60

Overview

Junior advisor at a well-established RIA. Looking to buy a modest book of business and merge.

 
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