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Financial Advisor   

$33MM AUM | $250,000 GDC in Cerritos, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

60% Comm
40% Fee

General

Location
Cerritos , CA, US
12 Month Gross Revenue
$250,000
Number of Accounts
150
Avg Client Age
60

Overview

I have been doing comprehensive financial planning for over 11 years. My business has a good mix of advisory, annuities and brokerage business. I'm looking to purchase a small book or help someone with their succession planning.

 
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