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Financial Advisor   

$27MM AUM | $240,000 GDC in Encino, CA

Member Level
Basic
Last Activity
today

Business Mix:

2% Comm
98% Fee

General

Location
Encino, CA, US
12 Month Gross Revenue
$240,000
Number of Accounts
138
Avg Client Age
54

Overview

My business is a client centered fee based investment and financial planning practice. I would like to buy an Ria and merge my current business into it. Becoming a fee only entity.

 
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