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Financial Advisor   

$225MM AUM | $2.2MM GDC in Plainfield, IL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Plainfield, IL, US
12 Month Gross Revenue
$2,200,000
Number of Accounts
600
Avg Client Age
60

Overview

Looking to buy or merge with a firm interested in a team approach for succession planning.

 
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