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Financial Advisor   

$6MM AUM | $18,000 GDC in Blythewood, SC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Blythewood, SC, US
12 Month Gross Revenue
$18,000
Number of Accounts
15
Avg Client Age
58

Overview

A financial planning and investment firm, expanding into sub-advisory/investment management role for other RIA's, pension funds, etc.

 
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