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Financial Advisor

$380MM AUM | $3.2MM GDC in Westlake Village, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

42% Comm
58% Fee

General

Location
Westlake Village, CA, US
12 Month Gross Revenue
$3,185,302

Overview

We have recently moved from Merrill Lynch and are a mature practice interested in expanding our offices and client base. We take customer care extremely seriously.

 
Extended Profile Information

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Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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