Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Ridgeland, MS, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$48,000,000.00
Gross Revenue
$425,000.00
# of Accounts
175
Avg Client Age
58
Overview

I am looking to expand my current practice. Our current clientele are comprised of mass affluent individuals and 401k plans. We provide comprehensive financial planning in addition to asset management.

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