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Advisor Designation

Advisor Based in

Annual Revenue

Assets for Sale

Number of Clients

Assistant Branch Manager Financial Advisor

Edmonton, Alberta

1000000

$

100000000

$

300

1006

About the Book

As it continues to grow I'm interested in "double dipping" a retiring advisor paying them once to come over to our firm, then again for their succession. I have no timeline to purchase being more concerned with fit of the practice and being very content with my current role.

Reason for Sale

Details of Advisor

Raymond James

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