Business Profile

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Name of Business (DBA):

Current Broker Dealer:

Are you an RIA?:

Licenses:

Years in the Business:

Average Client Age:

Total T-12 Production:

Total AUM:

Advisory AUM:

Advisory Fees ($):

VA AUM:

VA Trails ($):

Mutual Fund AUM:

Mutual Fund Trails ($):

Alternative Investment AUM:

T-12 Insurance Premium (TP):

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