Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Oak Brook, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$500,000.00
# of Accounts
120
Avg Client Age
61
Overview

42 year old CFP with a clean record and capacity to serve your clientele with an easy-going, yet direct communication approach and a desire to sincerely serve peoples needs.

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