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Financial Advisor   

$30MM AUM | $320,000 GDC in Suite 1780, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Suite 1780, TX, US
12 Month Gross Revenue
$320,000
Number of Accounts
80
Avg Client Age
55

Overview

Find a quality firm that has synergy with mine, and either purchase or merge in order to create better joint client experience and competency than I could independently.

 
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