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Financial Advisor   

$85MM AUM | $450,000 GDC in Walnut Creek, CA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

80% Comm
20% Fee

General

Location
Walnut Creek, CA, US
12 Month Gross Revenue
$450,000
Number of Accounts
350
Avg Client Age
55

Overview

Mostly looking for municipal bond business.

 
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