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Financial Advisor

$260MM AUM | $2.1MM GDC in Berkeley, CA

Member Level
Premier
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Berkeley, CA, US
12 Month Gross Revenue
$2,100,000
Number of Accounts
600
Avg Client Age
57

Overview

Find potential partners for my succession plan.

 
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