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Financial Advisor   

$184MM AUM | $1.1MM GDC in Kennesaw, GA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Kennesaw, GA, US
12 Month Gross Revenue
$1,060,000
Number of Accounts
600
Avg Client Age
62

Overview

Our business focuses on holistic financial planning and investment management. We have helped other advisors with their succession plans on three different occasions all with a focus on helping the client first.

 
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