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Financial Advisor

$7MM AUM | $50,000 GDC in Sheridan, WY

Member Level
Basic
Last Activity
within 2 months

Business Mix:

40% Comm
60% Fee

General

Location
Sheridan, WY, US
12 Month Gross Revenue
$50,000
Number of Accounts
100
Avg Client Age
60

Overview

I am a fully licensed financial planner helping clients with Life Insurance, LTC, Investments, annuities, budget planning, Business planning strategies, estate planning, etc. I work throughout Wyoming and Montana andam looking to grow my practice through acquisition.

 
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