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Financial Advisor   

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

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Oklahoma City, OK, US
12 Month Gross Revenue
$950,000
Number of Accounts
1,300
Avg Client Age
60

Overview

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

 
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