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Financial Advisor   

$60MM AUM | $300,000 GDC in Gladstone, MO

Member Level
Basic
Last Activity
6 months or more

Business Mix:

90% Comm
10% Fee

General

Location
Gladstone, MO, US
12 Month Gross Revenue
$300,000
Number of Accounts
1,200
Avg Client Age
65

Overview

We are a tax and investment planning firm that is looking to add clients, investment advisors, and enter into succession planning strategies.

 
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