$50MM AUM | $350 GDC in Clearwater, FL

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Successor
Location
Clearwater, FL, US
Fee 0% Commission 100%
Gross Revenue
$350
# of Accounts
350
Avg Client Age
60
Overview

RIA
LPL B/D.
401K Plan advisor, assuming 3(21) responsibilities.

Extended Profile Information

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