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Financial Advisor   

$15MM AUM | $100,000 GDC in Boston, MA

Member Level
Basic
Last Activity
within 3 months

Business Mix:

10% Comm
90% Fee

General

Location
Boston, MA, US
12 Month Gross Revenue
$100,000
Number of Accounts
150
Avg Client Age
45

Overview

I run a financial planning practice that is looking to expand mostly by reaching succession agreement with a adviser considering retirement in the near future.

 
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