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Financial Advisor   

$5MM AUM | $50,000 GDC in Honolulu, HI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Honolulu, HI, US
12 Month Gross Revenue
$50,000
Number of Accounts
80
Avg Client Age
65

Overview

he does annuities, LP's and BDC's for his clients, he has been thinking and investingating the type of broker who will do a good job for his clientele. He has been looking for firms that he feels comfortable with, preferably in San Diego, His client accounts require monitoring. He has not yet found an advisor who could take care of his clients. He plans on working for another three years.

 
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