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Financial Advisor   

$35MM AUM | $337,000 GDC in Ventura, CA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

30% Comm
70% Fee

General

Location
Ventura, CA, US
12 Month Gross Revenue
$337,000
Number of Accounts
400
Avg Client Age
62

Overview

At Anacapa Financial, we offer full service financial planning. Our goal is to educate and empower our clients. We are looking to purchase or add FA's to our team We are looking for like minded professionals that share our personal and company values to grow and protect our client assets.

 
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