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Financial Advisor   

$42,000 AUM | $400,000 GDC in Fort Worth, TX

Member Level
Premier
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Fort Worth, TX, US
12 Month Gross Revenue
$400,000
Number of Accounts
220
Avg Client Age
57

Overview

Fee based hybrid RIA. hold both securities licenses and do fee planning and wealth management

 
Extended Profile Information

Peer to Peer
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New Opportunities Daily
Zero Transaction Fees
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