Join or Login for Access

SL advisors Listing
Financial Advisor   

$9MM AUM | $90,000 GDC in Upland, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
Upland , CA, US
12 Month Gross Revenue
$90,000
Number of Accounts
100
Avg Client Age
60

Overview

Asset management and serve, educate and meet the retirement planning needs of my clients with the use of insurance, annuities and mutual funds. I do this by way of annual reviews/biannual reviews. Average age of my clients are 50 - 70

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging