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Financial Advisor   

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

Member Level
Basic
Last Activity
this week

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

 
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