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Financial Advisor

$65MM AUM | $450,000 GDC in Berkeley, CA

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Berkeley, CA, US
12 Month Gross Revenue
$450,000
Number of Accounts
48
Avg Client Age
50

Overview

I am looking to purchase or merge an IRA into our practice.

 
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