Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
726 days old
General
Location
Gilbert, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$250.00
# of Accounts
210
Avg Client Age
50
Overview

I am focused on holistic financial planning and investment guidance. I use TPMM for almost all of my investment accounts so that I can focus my time on financial planning with those clients that want that service.

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