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Financial Advisor   

$16MM AUM | $143,000 GDC in Wilmington, NC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

45% Comm
55% Fee

General

Location
Wilmington, NC, US
12 Month Gross Revenue
$143,000
Number of Accounts
183
Avg Client Age
60

Overview

I am interested in acquiring books of business and or merging with a practice for a succession event.

 
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