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Financial Advisor

$42MM AUM | $280,000 GDC in Grand Rapids, MI

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Grand Rapids, MI, US
12 Month Gross Revenue
$280,000
Number of Accounts
360
Avg Client Age
56

Overview

I am a former actuary and know insurance/annuities well. I am currently fee-only, but I would consider FINRA- and insurance-licensing as a business decision to fit a deal.

 
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