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Financial Advisor   

$150,000 AUM | $900,000 GDC in Albany, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

14% Comm
86% Fee

General

Location
Albany, NY, US
12 Month Gross Revenue
$900,000
Number of Accounts
1,000
Avg Client Age
62

Overview

Our team is growing in services and looking to take on new clients.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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