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Financial Advisor   

$225MM AUM | $1.4MM GDC in Kansas City, MO

Member Level
Premier
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Kansas City, MO, US
12 Month Gross Revenue
$1,400,000
Number of Accounts
750
Avg Client Age
55

Overview

We are looking to purchase, merge or incorporate other book's of business into our current model. We would like to grow AUM and relationships by continuing to provide extreme value to the client.

 
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