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Financial Advisor   

$90MM AUM | $1.5MM GDC in Granville, OH

Member Level
Basic
Last Activity
this month

Business Mix:

15% Comm
85% Fee

General

Location
Granville, OH, US
12 Month Gross Revenue
$1,500,000
Number of Accounts
600
Avg Client Age
60

Overview

Discretionary PM's under RJFS RIA umbrella, independent, holistic investment management and financial planning

 
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