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Financial Advisor   

$160MM AUM | $800,000 GDC in Saratoga Springs, NY

Member Level
Basic
Last Activity
today

Business Mix:

40% Comm
60% Fee

General

Location
Saratoga Springs , NY, US
12 Month Gross Revenue
$800,000
Number of Accounts
400
Avg Client Age
60

Overview

Building a fully integrate pre and post retirement practice. Looking to buy existing books of business for growth and advisor who wants to phase out over a 2 to 3 year period of time

 
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