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Financial Advisor

$40MM AUM | $300,000 GDC in Rochester, NY

Member Level
Basic
Last Activity
this month

Business Mix:

2% Comm
98% Fee

General

Location
Rochester, NY, US
12 Month Gross Revenue
$300,000
Number of Accounts
200
Avg Client Age
50

Overview

Looking for potential practices that are looking to exit the business.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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