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Financial Advisor   

$12MM AUM | $40,000 GDC in Portage, MI

Member Level
Basic
Last Activity
within 3 months

Business Mix:

90% Comm
10% Fee

General

Location
Portage, MI, US
12 Month Gross Revenue
$40,000
Number of Accounts
380
Avg Client Age
55

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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