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SL advisors Listing
Financial Advisor

$35MM AUM | $300,000 GDC in Scottsdale, AZ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Scottsdale, AZ, US
12 Month Gross Revenue
$300,000
Number of Accounts
125
Avg Client Age
65

Overview

2 CFP partnership, looking to expand. Seasoned practice.

 
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