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Financial Advisor   

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

Member Level
Basic
Last Activity
within 2 months

Business Mix:

50% Comm
50% Fee

General

Location
Oklahoma City, OK, US
12 Month Gross Revenue
$200,000
Number 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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