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Financial Advisor   

$45MM AUM | $490,000 GDC in Manlius, NY

Member Level
Basic
Last Activity
2 weeks

Business Mix:

100% Comm
0% Fee

General

Location
Manlius, NY, US
12 Month Gross Revenue
$490,000
Number of Accounts
150
Avg Client Age
70

Overview

100% Bond business since 1971. All double A long term quality bonds. Looking for immediate succession and sale. Most clients in the NY and upstate NY area.

 
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