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Financial Advisor   

$18MM AUM | $165,000 GDC in Austin, TX

Member Level
Basic
Last Activity
this month

Business Mix:

7% Comm
93% Fee

General

Location
Austin, TX, US
12 Month Gross Revenue
$165,000
Number of Accounts
14
Avg Client Age
62

Overview

Planning Better Lives is a values-driven wealth management firm focusing on helping business owners and self-employed professionals make more confident decisions about their future.

Send inquiries to ___ for follow up.

 
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