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Financial Advisor   

$170MM AUM | $1.7MM GDC in Westport, CT

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Westport, CT, US
12 Month Gross Revenue
$1,725,000
Number of Accounts
600
Avg Client Age
65

Overview

CFP in Fairfield County CT doing comprehensive wealth management and financial planning for families, women, and doctors.

 
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New Opportunities Daily
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