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Financial Advisor   

$300MM AUM | $1.6MM GDC in Claremore, OK

Member Level
Basic
Last Activity
6 months or more

Business Mix:

70% Comm
30% Fee

General

Location
Claremore, OK, US
12 Month Gross Revenue
$1,600,000
Number of Accounts
1,000
Avg Client Age
60

Overview

Interested in succession opportunities in the Tulsa area

 
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