$19MM AUM | $100,000 GDC in La Mesa, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
La Mesa, CA, US
Fee 0% Commission 100%
Gross Revenue
$100,000
# of Accounts
250
Avg Client Age
50
Overview

I have a FP practice, which focuses on money management, annuities and life insurance. Been in business for 16 years. Retirement assets are a major focus.

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