Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
422 days old
General
Location
Scottsdale, AZ, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$90,000.00
# of Accounts
50
Avg Client Age
30
Overview

I have a small personal Insurance and fee based managed money practice with a focus on planning.

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