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Financial Advisor   

$110MM AUM | $1.1MM GDC in So. Floral Park, NY

Member Level
Premier
Last Activity
this month

Business Mix:

50% Comm
50% Fee

General

Location
So. Floral Park, NY, US
12 Month Gross Revenue
$1,100,000
Number of Accounts
1,400
Avg Client Age
49

Overview

We currently sell Mass Mutual insurance and trade in FOREX. Looking to acquire advisors or books of business that have clients in more conventional investments.

 
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