$100MM AUM | $600,000 GDC in Louisville, KY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Merge | Succession | Successor
Location
Louisville, KY, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
300
Avg Client Age
63
Overview

We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do.

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