$30MM AUM | $300,000 GDC in Newport Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Newport Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
400
Avg Client Age
55
Overview

Full Service financial planner, CFP, CLU in a large firm in Newport Beach. ( I live in Dana point)
I work with business owners, physicians and wealthy individuals.

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