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Financial Advisor   

$150MM AUM | $600,000 GDC in Addison, TX

Member Level
Basic
Last Activity
within 2 months

Business Mix:

33% Comm
67% Fee

General

Location
Addison, TX, US
12 Month Gross Revenue
$600,000
Number of Accounts
45
Avg Client Age
55

Overview

Interested in purchase of established qualified plan business

 
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