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

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