$200MM AUM | $950,000 GDC in Oklahoma City, OK

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Oklahoma City, OK, US
Fee 0% Commission 100%
Gross Revenue
$950,000
# of Accounts
1,300
Avg Client Age
60
Overview

Fee based financial planner with traditional practice plus qualified plan specialty.

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