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Financial Advisor   

$575MM AUM | $2MM GDC in Media, PA

Member Level
Lite
Last Activity
2 weeks

Business Mix:

68% Comm
32% Fee

General

Location
Media, PA, US
12 Month Gross Revenue
$2,000,000
Number of Accounts
3,000
Avg Client Age
55

Overview

Regional broker-dealer, investment advisor and insurance agency looking for acquisition candidates. Clearing through RBC Capital. Looking to expand managed money/RIA operations.

 
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