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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Chico, CA, US
Fee 0% Commission 100%
Gross Revenue
$272,000
# 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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