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Financial Advisor   

$305MM AUM | $2.4MM GDC in Atlanta, GA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Atlanta, GA, US
12 Month Gross Revenue
$2,400,000
Number of Accounts
1,037
Avg Client Age
57

Overview

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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