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Financial Advisor   

$35MM AUM | $200,000 GDC in Bensalem, PA

Member Level
Basic
Last Activity
this week

Business Mix:

40% Comm
60% Fee

General

Location
Bensalem, PA, US
12 Month Gross Revenue
$200,000
Number of Accounts
200
Avg Client Age
62

Overview

I am a financial adviser who focus on wealth preservation. I am interested in purchasing a practice to grow my business.

 
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