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Financial Advisor   

$7MM AUM | GDC in Roseville, CA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Roseville, CA, US

Overview

We are a small RIA and looking to become successors of veteran advisors. We will accept and comply with all clauses and contingencies requested for succession and continuity. Our focus will be on delivering excellent service to transitioned clients and guarantee retiring advisors envisioned stream of income.

 
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