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Financial Advisor   

AUM | GDC in Coral Gables, FL

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Coral Gables, FL, US
Avg Client Age
45

Overview

We currently have a CPA firm focused on accounting and tax services and are looking to expand into investment management. I have a CFA charter and I am currently working for an SEC RIA and FINRA member.

 
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