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Financial Advisor

$100MM AUM | $600,000 GDC in Erie, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

60% Comm
40% Fee

General

Location
Erie, PA, US
12 Month Gross Revenue
$600,000
Number of Accounts
350
Avg Client Age
60

Overview

Holistic Wealth Management, sole practitioner.

 
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