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Financial Advisor   

$26MM AUM | $250,000 GDC in Downers Grove, IL

Member Level
Basic
Last Activity
this week

Business Mix:

15% Comm
85% Fee

General

Location
Downers Grove, IL, US
12 Month Gross Revenue
$250,000
Number of Accounts
80
Avg Client Age
52

Overview

Primarily a fee based advisor who utilizes ETF's and also applies a covered call strategy to mitigate risk and increase income.

 
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