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Financial Advisor   

$70MM AUM | $780,000 GDC in Southgate, MI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Southgate, MI, US
12 Month Gross Revenue
$780,000
Number of Accounts
300
Avg Client Age
62

Overview

We are an Independent, comprehensive retirement, Social Security and wealth management firm looking for continued growth through acquisition or merger.

 
Extended Profile Information

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New Opportunities Daily
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