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Financial Advisor   

$500MM AUM | $2.1MM GDC in Rockville, MD

Member Level
Basic
Last Activity
this month

Business Mix:

60% Comm
40% Fee

General

Location
Rockville, MD, US
12 Month Gross Revenue
$2,100,000
Number of Accounts
9,000
Avg Client Age
50

Overview

We advise 100s of nonprofit organizations on their retirement plans. We manage assets on a fee basis and do comprehensive financial planning.

 
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