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Financial Advisor   

$10MM AUM | $120,000 GDC in Chicato, IL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Chicato, IL, US
12 Month Gross Revenue
$120,000
Number of Accounts
50
Avg Client Age
40

Overview

Looking to move to RIA, lower client fees, and offer low cost core products, which a focus on Dimensional Fuinds

 
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