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Financial Advisor   

$40MM AUM | $300,000 GDC in San Diego, CA

Member Level
Basic
Last Activity
this week

Business Mix:

25% Comm
75% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$300,000
Number of Accounts
300
Avg Client Age
60

Overview

Currently at a major wirehouse firm. Practice is primarily focused on financial planning and fee based asset management.

 
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