Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Reno, NV, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$550,000.00
# of Accounts
150
Avg Client Age
58
Overview

Comprehensive Financial Planning with a high touch client experience. Looking to find a complementary business practice to purchase and grow book of business.

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