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richchick
Posts: 2
Joined: Wed Mar 19, 2025 2:08 am

Intro

Post by richchick »

1. Type of firm you are at: BD
2. Title: Financial Advisor
3. Years in role: 16
4. AUM (if applicable): $100M
5. Trailing 12 (if appliable): $850K
6. What you hope to get out of this forum: emergency advice
7. Anything else you feel is relevant: (sigh)
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