$30MM AUM | $200,000 GDC in Buffalo, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
347 days old
General
Compatibility
Location
Buffalo, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
450
Avg Client Age
60
Overview

I am a Certified Financial Planner that is looking to expand my fee based book of business.

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