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Financial Advisor   

$30MM AUM | $200,000 GDC in Webster City, IA

Member Level
Basic
Last Activity
this month

Business Mix:

30% Comm
70% Fee

General

Location
Webster City, IA, US
12 Month Gross Revenue
$200,000
Number of Accounts
400
Avg Client Age
58

Overview

Mostly fee business. Growing in the high net worth space and also corporate 401k consulting

 
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