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Financial Advisor

$35MM AUM | $420,000 GDC in Englewood, CO

Member Level
Basic
Last Activity
within 3 months

Business Mix:

15% Comm
85% Fee

General

Location
Englewood, CO, US
12 Month Gross Revenue
$420,000
Number of Accounts
300
Avg Client Age
58

Overview

I am looking to have a succession plan in place. Should there be a "good fit" I would open and examine the opportunities.

 
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