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Financial Advisor   

AUM | $370,000 GDC in Aliso Viejo, CA

Member Level
Basic
Last Activity
today

Business Mix:

50% Comm
50% Fee

General

Location
Aliso Viejo, CA, US
12 Month Gross Revenue
$370,000
Number of Accounts
100
Avg Client Age
50

Overview

Primarily a fixed insurance based practice...I am primarily looking to expand my business into the fee based arena via an acquisition, would also consider a merger or take over via a succession arrangement.

 
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