$45MM AUM | $300,000 GDC in Tulsa, OK

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Tulsa, OK, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
150
Avg Client Age
65
Overview

Sole practitioner, and member of three FA team. Fully licensed. Custom comprehensive planning benchmarked to each individual client's goal(s).

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