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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Upland , CA, US
Fee 0% Commission 100%
Gross Revenue
$90,000.00
# 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

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