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SL advisors Listing
Financial Advisor

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$124,000
Number of Accounts
254
Avg Client Age
54

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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