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Financial Advisor   

$6MM AUM | $100,000 GDC in Peoria, AZ

Member Level
Basic
Last Activity
this week

Business Mix:

75% Comm
25% Fee

General

Location
Peoria, AZ, US
12 Month Gross Revenue
$100,000
Number of Accounts
121
Avg Client Age
51

Overview

Potentially looking for a Team / Succession process.... have a multi-disciplinary philosophy as a Planner, and Collaboration is an attractive element.

 
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