$30MM AUM | $250,000 GDC in Tulsa, OK

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Succession | Successor
Location
Tulsa, OK, US
Fee 0% Commission 100%
$250,000
Gross Revenue
350
# of Accounts
65
Avg Client Age
Overview

I am 51 yrs old. Entered into the business with Smith Barney in 1988. Like to form succession plan with advisors looking to retire

Extended Profile Information

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