Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Stuart, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$30,000.00
# of Accounts
7
Avg Client Age
55
Overview

Advisor looking to grow his practice. Specializing in retirement planning and and business retirement planning. Looking to gain AUM and staying power in the South Florida area.

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