Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
563 days old
General
Location
Abingdon, MD, US
Profile Type
Merge
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$85,000.00
# of Accounts
70
Avg Client Age
55
Overview

Small practice focused on customer support, client interests and relationship longevity. I keep my practice efficient and small operating as a sole practioner.

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