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Financial Advisor   

$150MM AUM | $3.2MM GDC in Boca Raton, FL

Member Level
Basic
Last Activity
within 2 months

Business Mix:

30% Comm
70% Fee

General

Location
Boca Raton , FL, US
12 Month Gross Revenue
$3,200,000
Number of Accounts
150
Avg Client Age
50

Overview

Bringing on WA with Book of business

 
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