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Financial Advisor

$59MM AUM | $350,000 GDC in Calabasas, CA

Member Level
Premier
Last Activity
this week

Business Mix:

5% Comm
95% Fee

General

Location
Calabasas, CA, US
12 Month Gross Revenue
$350,000
Number of Accounts
600
Avg Client Age
65

Overview

My business focuses on financial planning and investment management. The majority of my investment management accounts are fee-based using mutual funds and etfs.

 
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