Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Salem, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$300,000.00
# of Accounts
500
Avg Client Age
60
Overview

Certified Financial Planner focusing on financial and investment planning.

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