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Financial Advisor

$30MM AUM | $250,000 GDC in Westlake, OH

Member Level
Basic
Last Activity
within 2 months

Business Mix:

50% Comm
50% Fee

General

Location
Westlake , OH, US
12 Month Gross Revenue
$250,000
Number of Accounts
500
Avg Client Age
45

Overview

30%insurance. 33% mutual funds. 33% Advisory

 

Has Office Space to Share in Westlake , OH

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