Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Castro Valley , CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$6,000,000.00
Gross Revenue
$950,000.00
# of Accounts
7,000
Avg Client Age
65
Overview

We are a large multi-line insurance and financial services agency. The agency principal is a Certified Financial Planner with 20+ years of industry experience.

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