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Financial Advisor   

$25MM AUM | $600,000 GDC in Wall, NJ

Member Level
Basic
Last Activity
this week

Business Mix:

60% Comm
40% Fee

General

Location
Wall, NJ, US
12 Month Gross Revenue
$600,000
Number of Accounts
600
Avg Client Age
50

Overview

Looking to expand my practice through taking over books of business from retiring advisors. Interested in books of managed money, health insurance, 401(k) and other qualified retirement plans.

 
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