Overview

I've been an advisor since 2009; independent since 2010. I'm the Dave Ramsey ELP for my area. I have a combination of fee based & commission business (approx 70% of ACCOUNTS are commission, but 80% of ASSETS are fee based). I'm exploring the possibility of increasing growth by purchasing business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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