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Financial Advisor   

$250MM AUM | $1.9MM GDC in Boston, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Boston , MA, US
12 Month Gross Revenue
$1,900,000
Number of Accounts
400
Avg Client Age
55

Overview

I manage a practice with my brother. We are looking to acquire an additional advisor with a book of business to compliment ours.

 
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