$15MM AUM | $150 GDC in Tulsa, OK

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Tulsa, OK, US
Fee 0% Commission 100%
Gross Revenue
$150
# of Accounts
65
Avg Client Age
55
Overview

To find an advisor looking for an exit plan. I am willing to do the work, and retain retiring advisor as a figure head. Will be a process. I want to know the advisor well before partnering.

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