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Financial Advisor   

$100MM AUM | $850,000 GDC in Broadview Hts, OH

Member Level
Basic
Last Activity
this month

Business Mix:

70% Comm
30% Fee

General

Location
Broadview Hts, OH, US
12 Month Gross Revenue
$850,000
Number of Accounts
3,000
Avg Client Age
56

Overview

Specializing in NQ deferred compensation through institutional insurance and wealth management. Main goal is to acquire a practice.

 
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