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Financial Advisor   

$45MM AUM | $325,000 GDC in Bel Air, MD

Member Level
Basic
Last Activity
today

Business Mix:

10% Comm
90% Fee

General

Location
Bel Air, MD, US
12 Month Gross Revenue
$325,000
Number of Accounts
200
Avg Client Age
55

Overview

I have an accounting/tax practice and a wealth management practice, about 50%, 50%. I am looking to acquire other practices to grow and find another firm to plan future transition upon retirement.

 
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