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Financial Advisor

$35MM AUM | $360,000 GDC in Whitefish, MT

Member Level
Basic
Last Activity
6 months or more

Business Mix:

40% Comm
60% Fee

General

Location
Whitefish, MT, US
12 Month Gross Revenue
$360,000
Number of Accounts
200
Avg Client Age
62

Overview

manage approx. $35mm. 60 % fee based. Looking to expand to Austin TX area. cedar park?

 
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