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Financial Advisor   

$18MM AUM | $123,000 GDC in Marion, IN

Member Level
Basic
Last Activity
this week

Business Mix:

34% Comm
66% Fee

General

Location
Marion, IN, US
12 Month Gross Revenue
$123,000
Number of Accounts
200
Avg Client Age
65

Overview

Commission based practice in process of converting to fee based practice with emphasis on the benefits of a fiduciary inclined practice.

 
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