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Financial Advisor   

$250MM AUM | $1.8MM GDC in Fairfield, NJ

Member Level
Basic
Last Activity
this month

Business Mix:

25% Comm
75% Fee

General

Location
Fairfield, NJ, US
12 Month Gross Revenue
$1,800,000
Number of Accounts
1,500
Avg Client Age
55

Overview

Looking to grow a large team practice to 500 Million. Currently 11 team members with space for 5 more. Planning/fee based.

 
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