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Financial Advisor   

$100MM AUM | $800,000 GDC in Greencastle, IN

Member Level
Premier
Last Activity
this week

Business Mix:

80% Comm
20% Fee

General

Location
Greencastle, IN, US
12 Month Gross Revenue
$800,000
Number of Accounts
300
Avg Client Age
62

Overview

independent advisor for 30 years. commission and fee. do a lot of life and ltc also. still growing practice for next 10 years then slow down and look for succession options.

 
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