$10MM AUM | $400,000 GDC in Edmond, OK

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
701 days old
General
Location
Edmond, OK, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$400,000.00
# of Accounts
78
Avg Client Age
65
Overview

Complete financial portfolio implementing financial planning and estate planning utilizing complex strategies for the client.

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