Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Crystal Lake, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$90,366,122.00
Gross Revenue
$806,667.00
# of Accounts
530
Avg Client Age
64
Overview

We are an independent firm clearing through LPL committed to the Golden Rule. We believe in the value of a long term relationship founded on asset allocation and financial planning rather than an occasional transaction.

I hope to find a practice that shares our values to purchase.

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