Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Jenks, OK, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$125,000.00
# of Accounts
100
Avg Client Age
64
Overview

I have an independent practice and am looking to grow. I am interested in acquiring a book of business to add to my own. I utilize brokerage, insurance, and fee based products.

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