$35MM AUM | $200,000 GDC in Oklahoma City, OK

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Oklahoma City, OK, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
550
Avg Client Age
42
Overview

10 year veteran in successful diversified wealth management practice seeking opportunities to grow the firm through current client service, referral, and acquisition.

Extended Profile Information

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