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Financial Advisor   

$70MM AUM | $815,000 GDC in Reno, NV

Member Level
Basic
Last Activity
this month

Business Mix:

30% Comm
70% Fee

General

Location
Reno, NV, US
12 Month Gross Revenue
$815,000
Number of Accounts
180
Avg Client Age
65

Overview

We specialize in retirement planning with onsite wealth management and an estate planning attorney on site. Two separate and distinct business' with a common goal of addressing the needs of our clients in retirement.

 
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