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Financial Advisor   

$5MM AUM | $60,000 GDC in Kansas City, MO

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Kansas City, MO, US
12 Month Gross Revenue
$60,000
Number of Accounts
100
Avg Client Age
55

Overview

I am looking to purchase a practice and incorporate the book of business into my current book. Would like to grow my AUM and continue to provide the best service.

 
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