Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
611 days old
General
Location
Clive, IA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$36.00
# of Accounts
55
Avg Client Age
65
Overview

Looking to grow book of business after recent relocation. 26+ years in Investment advisory business.

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