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Financial Advisor   

$20MM AUM | $140,000 GDC in Venice, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Venice, FL, US
12 Month Gross Revenue
$140,000
Number of Accounts
99
Avg Client Age
55

Overview

We are looking to grow our business, possibly by taking on a successor role for a like-minded firm.

 
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