Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
459 days old
General
Location
Rio Rancho, NM, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$500,000.00
# of Accounts
567
Avg Client Age
55
Overview

My practice is 19 years old. My focus is primarily retirement planning for small businesses and business owners.

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