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Financial Advisor   

$20MM AUM | $145,000 GDC in Santa Cruz, CA

Member Level
Basic
Last Activity
this month

Business Mix:

100% Comm
0% Fee

General

Location
Santa Cruz, CA, US
12 Month Gross Revenue
$145,000
Number of Accounts
550
Avg Client Age
60

Overview

I have been in business since April 1971. I started with teachers only with TSAs and then added others. My business is mostly Annuities and mutual funds. This includes 529Plans, Roth IRAs
traditional IRAs and non-qualified accounts
I may be interested in selling in 4 or 5 years. Depending on my health.

 
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