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Financial Advisor   

$70MM AUM | $400,000 GDC in Schoolcraft, MI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Schoolcraft, MI, US
12 Month Gross Revenue
$400,000
Number of Accounts
600
Avg Client Age
60

Overview

I'm a self-employed financial planner with a CFP designation, securities, advisory and insurance licensing. I'm interested in possible fee-based practices to purchase.

 
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