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Financial Advisor   

$28MM AUM | $272,000 GDC in Chico, CA

Member Level
Lite
Last Activity
within 3 months

Business Mix:

0% Comm
100% Fee

General

Location
Chico, CA, US
12 Month Gross Revenue
$272,000
Number of Accounts
220
Avg Client Age
52

Overview

I am a fee-only planner looking to grow my practice and develop a continuity plan with other planners.

 
Extended Profile Information

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