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Financial Advisor

$24MM AUM | $200 GDC in Centnnial, CO

Member Level
Lite
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Centnnial, CO, US
12 Month Gross Revenue
$200
Number of Accounts
183
Avg Client Age
44

Overview

I am a CFP with 20 years of experience. I have been a fee-only RIA since 2000. I have a solid practice and looking to expand since I have efficient business procedures and am hiring a young, bright associate.

I am totally client-centered without a business income motive.

 

Has Office Space to Share in Centnnial, CO

There are vacant offices with a shared conference room.
Location 8th floor - beautiful views - 12835 E Arapahoe Road, Centennial, CO

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