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Financial Advisor

$20MM AUM | $60,000 GDC in Fresno, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

100% Comm
0% Fee

General

Location
Fresno, CA, US
12 Month Gross Revenue
$60,000
Number of Accounts
320
Avg Client Age
60

Overview

Stocks and mutual funds, half of business is IRA's , the other half is individual stocks
The ideal successor would be local to Fresno California, and 15 to 20 years of experience in the securities industry.

 
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