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Financial Advisor   

$75MM AUM | $500,000 GDC in San Antonio, TX

Member Level
Premier
Last Activity
within 3 months

Business Mix:

50% Comm
50% Fee

General

Location
San Antonio, TX, US
12 Month Gross Revenue
$500,000
Number of Accounts
400
Avg Client Age
65

Overview

RIA and insurance agency. Looking for RIA that is looking to retire and have his book managed properly

 
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