Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
342 days old
General
Location
East Peoria, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$28,000,000.00
Gross Revenue
$180,000.00
# of Accounts
752
Avg Client Age
46
Overview

A young financial adviser with CFP at an independent advisory firm looking to grow my business by merging and buying other books of business.

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