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Financial Advisor

$48MM AUM | $565 GDC in Leawood, KS

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Leawood , KS, US
12 Month Gross Revenue
$565
Number of Accounts
600
Avg Client Age
60

Overview

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging