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Financial Advisor   

$150MM AUM | $750,000 GDC in New Hope, PA

Member Level
Basic
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
New Hope, PA, US
12 Month Gross Revenue
$750,000
Number of Accounts
350
Avg Client Age
63

Overview

Interested in growing an already existing seamless ,one stop financial service practice and scaling current service model to include other planners through acquisition, transitional retirement ,etc.

 
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