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Financial Advisor   

$20MM AUM | $160,000 GDC in Scottsdale, AZ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Scottsdale, AZ, US
12 Month Gross Revenue
$160,000
Number of Accounts
150
Avg Client Age
60

Overview

I work primarily with pre-retirees and retirees. I have 37 years of experience using life insurance, annuities and advisory investment management.

 
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