$20MM AUM | $160,000 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Merge | Succession | Continuity | Successor
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$160,000
# of Accounts
150
Avg Client Age
60
Overview

I work primarily with pre-retirees and retirees. I have 37 years of experience using life insurance, annuities and advisory investment management.

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