$6MM AUM | $124,000 GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
San Diego, CA, US
Fee 0% Commission 100%
$124,000
Gross Revenue
254
# of Accounts
54
Avg Client Age
Overview

I am interested in purchasing book of business focusing on ;

- Asset Management
- Retirement Investment
- Life Insurance
- 401k
- Group Benefit ( Medical / Dental / Vision )

Extended Profile Information

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