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Financial Advisor   

$70MM AUM | $500,000 GDC in Hartford, CT

Member Level
Basic
Last Activity
today

Business Mix:

30% Comm
70% Fee

General

Location
Hartford, CT, US
12 Month Gross Revenue
$500,000
Number of Accounts
400
Avg Client Age
65

Overview

Mostly managed money, 70% trails from variable annuity products and 30% fee based.
Prefer buyer to join current BD.
Open to a 5 year earn out.

 
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