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Financial Advisor   

$10MM AUM | $100,000 GDC in Maddison, WI

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Maddison, WI, US
12 Month Gross Revenue
$100,000
Number of Accounts
150
Avg Client Age
54

Overview

Mostly Fee based, $10,000,000 AUM.
Prefer 1/4 cash upfront then 2-3 yr payout.

 
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