Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
727 days old
General
Location
Morristown, TN, US
Profile Type
Seller
Fee 0% Commission 100%
AUM
$27,000,000.00
Gross Revenue
$100,000.00
# of Accounts
300
Avg Client Age
55
Overview

27 year book / Mostly Mutual Funds & Annuities w/ some stocks and alternative investments. / $27MM AUM

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