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Financial Advisor   

$65MM AUM | $600,000 GDC in Menasha, WI

Member Level
Basic
Last Activity
this week

Business Mix:

10% Comm
90% Fee

General

Location
Menasha, WI, US
12 Month Gross Revenue
$600,000
Number of Accounts
1,500
Avg Client Age
65

Overview

I'm looking to add a newer advisor to my firm. He might be interested in acquiring a book.

 
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