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Financial Advisor   

$50MM AUM | $400,000 GDC in Philadelphia, PA

Member Level
Basic
Last Activity
this week

Business Mix:

15% Comm
85% Fee

General

Location
Philadelphia, PA, US
12 Month Gross Revenue
$400,000
Number of Accounts
140
Avg Client Age
57

Overview

I manage a branch for Baird. My practice is growing through referral. Straight forward asset allocation.

 
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