$25MM AUM | $200,000 GDC in Tulsa, OK

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Location
Tulsa, OK, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
250
Avg Client Age
50
Overview

My business is made up of pre and post-retirees. Eighty percent is made up of managed accounts. One of my strongest assets is, my clients become friends and I treat them as friends. I hope to grow my business with clients that are hardworking and good people.

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