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Financial Advisor   

$4,000MM AUM | $20MM GDC in Crystal Lake, IL

Member Level
Premier
Last Activity
today

Business Mix:

60% Comm
40% Fee

General

Location
Crystal Lake, IL, US
12 Month Gross Revenue
$20,000,000
Number of Accounts
20,000
Avg Client Age
55

Overview

We are a regional organization with over 120 advisors throughout the Midwest . Our culture of independence and camaraderie enables our advisors to find the right fit for ttheir practice, whether it be growing through acquisition, finding a successor, or merging with other practices.

 

 
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