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Financial Advisor   

$100MM AUM | $1MM GDC in Sterling Heights, MI

Member Level
Basic
Last Activity
2 weeks

Business Mix:

50% Comm
50% Fee

General

Location
Sterling Heights, MI, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
200
Avg Client Age
60

Overview

8 person office looking to expand. We have and experienced office with room to grow. We focus on managed money/wrap accounts for all size clients. We also manage a large 401k and insurance practice.

 
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