$85MM AUM | $900,000 GDC in Jacksonville, FL

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Successor
Location
Jacksonville, FL, US
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
280
Avg Client Age
56
Overview

High contact and education for my client base structured out by a 4/3/2 mtg format.

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