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Financial Advisor   

$65MM AUM | $335,000 GDC in Cincinnati, OH

Member Level
Basic
Last Activity
2 weeks

Business Mix:

22% Comm
78% Fee

General

Location
Cincinnati, OH, US
12 Month Gross Revenue
$335,000
Number of Accounts
240
Avg Client Age
58

Overview

I have almost 25 years of experience as a financial planner and have an established practice with a downtown office. In addition to my current clients, I work as an ELP with Dave Ramsey's program.

 
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