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Financial Advisor   

$1,650MM AUM | $11MM GDC in #400, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
#400, CA, US
12 Month Gross Revenue
$11,000,000
Number of Accounts
5,000
Avg Client Age
52

Overview

I own and operate a firm with 65 registered reps and an insurance BGA. I am interested in buying businesszes that fit our model of total wealth management.

 
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