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Financial Advisor   

$95MM AUM | $800,000 GDC in Fullerton, CA

Member Level
Premier
Last Activity
this week

Business Mix:

10% Comm
90% Fee

General

Location
Fullerton, CA, US
12 Month Gross Revenue
$800,000
Number of Accounts
350
Avg Client Age
62

Overview

Regional wealth management firm looking for growth opportunities through acquisition

 
Extended Profile Information

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New Opportunities Daily
Zero Transaction Fees
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