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Financial Advisor   

$350MM AUM | $2MM GDC in Folsom, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Folsom, CA, US
12 Month Gross Revenue
$2,000,000
Number of Accounts
500
Avg Client Age
65

Overview

Private Wealth Manager in HNW. Minimum $1mm investable assets.

 
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