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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Schoolcraft, MI, US
Fee 0% Commission 100%
$400,000
Gross Revenue
600
# of Accounts
60
Avg Client Age
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.

Extended Profile Information

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