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Financial Advisor

$3,900MM AUM | $20MM GDC in Rockville, MD

Member Level
Premier
Last Activity
6 months or more

Business Mix:

3% Comm
97% Fee

General

Location
Rockville, MD, US
12 Month Gross Revenue
$20,000,000
Number of Accounts
5,800
Avg Client Age
50

Overview

Our firm is expanding and is looking to add new advisors with books of fee based AUM business. We are also interested in looking to purchase RIA firms.

 
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