Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Frederick, MD, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$13,000,000.00
Gross Revenue
$130,000.00
# of Accounts
60
Avg Client Age
50
Overview

My focus is doing financial planning and bringing in investment assets under fee based only. I do some insurance that comes in through the planning process.

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