$75MM AUM | $250,000 GDC in Rockland, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Rockland, MA, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
450
Avg Client Age
60
Overview

I am a 23 year veteran of financial services, with a solid, steady financial planning practice.

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