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Financial Advisor   

$50MM AUM | $521,000 GDC in Huntersville, NC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

90% Comm
10% Fee

General

Location
Huntersville, NC, US
12 Month Gross Revenue
$521,000
Number of Accounts
450
Avg Client Age
67

Overview

Just finished off a 5 year buyout on 20mm practice. Looking for another 50mm to add.

 
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