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Financial Advisor

$150MM AUM | $800,000 GDC in Plain City, OH

Member Level
Basic
Last Activity
this week

Business Mix:

30% Comm
70% Fee

General

Location
Plain City, OH, US
12 Month Gross Revenue
$800,000
Number of Accounts
50
Avg Client Age
50

Overview

Employee Benefits and Defined Contribution Retirement Advising and Administration (RIA/TPA)

 
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