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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

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

50% managed money
50% retirement plans
10 advisors looking to expand

 
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