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Financial Advisor

$40MM AUM | $360,000 GDC in Ada, MI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Ada, MI, US
12 Month Gross Revenue
$360,000
Number of Accounts
400
Avg Client Age
55

Overview

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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