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

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

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

Extended Profile Information

Loading...