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Financial Advisor

$15MM AUM | $200,000 GDC in Newyork, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
Newyork, NY, US
12 Month Gross Revenue
$200,000
Number of Accounts
40
Avg Client Age
60

Overview

I do financial planning. I mainly do variable annuities and life insurance. I am looking to acquire a small book to test this strategy out of variable annuities.

 
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