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Financial Advisor   

$4MM AUM | $60,000 GDC in Colorado Springs, CO

Member Level
Premier
Last Activity
this week

Business Mix:

15% Comm
85% Fee

General

Location
Colorado Springs, CO, US
12 Month Gross Revenue
$60,000
Number of Accounts
150
Avg Client Age
45

Overview

Just beginning to look at the possibility of growing business by merging or succession planning.

 
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