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Financial Advisor   

$87MM AUM | $400,000 GDC in Middletown, OH

Member Level
Basic
Last Activity
2 weeks

Business Mix:

50% Comm
50% Fee

General

Location
Middletown, OH, US
12 Month Gross Revenue
$400,000
Number of Accounts
1,000
Avg Client Age
65

Overview

Ameriprise P2 practice. About $87M under management. Looking for another advisor to partner with inside or outside the firm. have good staff and systems in place

 
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