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Financial Advisor   

$7MM AUM | $70,000 GDC in Pleasant View, UT

Member Level
Basic
Last Activity
this week

Business Mix:

50% Comm
50% Fee

General

Location
Pleasant View, UT, US
12 Month Gross Revenue
$70,000
Number of Accounts
60
Avg Client Age
42

Overview

Looking to purchase a practice that uses: investments, insurance and planning as core concepts. Willing to change B/D as well as join and RIA.

 
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