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Financial Advisor   

$2.1MM AUM | $15,000 GDC in Kansas City, MO

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Kansas City, MO, US
12 Month Gross Revenue
$15,000
Number of Accounts
5
Avg Client Age
61

Overview

CFP with an Advisory business looking to acquire a book of a transitioning advisor.

 
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