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Financial Advisor   

$53MM AUM | $450,000 GDC in Irvine, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Irvine, CA, US
12 Month Gross Revenue
$450,000
Number of Accounts
90
Avg Client Age
65

Overview

I do comprehensive financial planning, I'm 75% fee based and 25% transactional. I do insurance and lending so I'm able to service both sides of my client's balance sheet. I'd like to acquire a retiring advisor's business practice.

 
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