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Financial Advisor   

$139MM AUM | $1MM GDC in Pasadena, CA

Member Level
Basic
Last Activity
today

Business Mix:

40% Comm
60% Fee

General

Location
Pasadena, CA, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
1,300
Avg Client Age
57

Overview

Lake Avenue Financial provides a proactive approach to comprehensive wealth management. Our experienced independent financial advisors connect client's current financial situation with their retirement, investment, tax and estate goals. We partner with clients for the long term and help every step of the way in order for them to fulfill their financial goals and retire comfortably. We extend beyond the normal advisor/client relationship, providing truly unbiased advice and the most personal service available to ensure our clients are successful and enjoy a healthy level of financial literacy. We strive to help educate our valued clients in order to create financial stability and independence for them. This education is vital for our clients to successfully make prudent decisions regarding their future.

Our goal for being a member of Succession Link is to find other like minded advisors as well as opportunities for an Acquisition, Merger or Succession Planning.

 
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