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Financial Advisor   

$30MM AUM | $400,000 GDC in Franklin, TN

Member Level
Basic
Last Activity
within 3 months

Business Mix:

40% Comm
60% Fee

General

Location
Franklin , TN, US
12 Month Gross Revenue
$400,000
Number of Accounts
200
Avg Client Age
55

Overview

Holistic Financial planning. Every client has a financial plan they wrote a check for. If we implement a plan we use advisory or wrap accounts. Occasionally annuities for guaranteed income.

 
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