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Financial Advisor   

$150MM AUM | $2.5MM GDC in Fort Worth, TX

Member Level
Premier
Last Activity
within 3 months

Business Mix:

10% Comm
90% Fee

General

Location
Fort Worth, TX, US
12 Month Gross Revenue
$2,500,000
Number of Accounts
500
Avg Client Age
60

Overview

Consultant to family office.

 
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