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Financial Advisor   

$70MM AUM | $500,000 GDC in Edmond, OK

Member Level
Basic
Last Activity
within 2 months

Business Mix:

10% Comm
90% Fee

General

Location
Edmond, OK, US
12 Month Gross Revenue
$500,000
Number of Accounts
250
Avg Client Age
64

Overview

A 25 year old advisory practice with one CFP, utilizing a proprietary Values-Based approach. Looking to grow our firm and improve the lives of the families we serve.

 
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