$150MM AUM | $1.5MM GDC in Plantation, FL

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
224 days old
General
Listing Type
Buyer
Location
Plantation, FL, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
250
Avg Client Age
58
Overview

SOPHISTICATED EXPERTISE
IN WEALTH MANAGEMENT SERVICES, EMPLOYEE BENEFITS AND RETIREMENT PLANS.

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