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Financial Advisor   

$44MM AUM | $111,000 GDC in South Bend, IN

Member Level
Basic
Last Activity
this week

Business Mix:

50% Comm
50% Fee

General

Location
South Bend, IN, US
12 Month Gross Revenue
$111,000
Number of Accounts
220
Avg Client Age
22

Overview

tax and investments, with strong emphasis on consulting with small businesses and their owners.
Would consider partnering to grow assets and tax practice.

 
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