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Financial Advisor   

$18MM AUM | $125,000 GDC in Denver, CO

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Denver, CO, US
12 Month Gross Revenue
$125,000
Number of Accounts
100
Avg Client Age
55

Overview

Primarily investment fee based practice with ancillary financial planning services that would like to greatly increase the number of clients.

 
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