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Financial Advisor   

$1,200MM AUM | $10MM GDC in Burlington, MA

Member Level
Premier
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Burlington, MA, US
12 Month Gross Revenue
$10,000,000
Number of Accounts
5,000
Avg Client Age
55

Overview

Look for acquisition/integration opportunities. We have 20+ Advisors with growing capacity to serve many different demographic types of clients.

 
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