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Financial Advisor   

$20MM AUM | $160,000 GDC in Boca Raton, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Boca Raton, FL, US
12 Month Gross Revenue
$160,000
Number of Accounts
228
Avg Client Age
64

Overview

Full service investment/brokerage team that prides ourselves on our commitments to our clients.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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