$62MM AUM | $200,000 GDC in Fresno, CA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Fresno, CA, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
350
Avg Client Age
45
Overview

I am a CFP and Financial Advisor at LPL Financial in Fresno. I have been in the business for 36 years, started with Merrill Lynch in 1980. I have clients that are not only commission based but fee based as well. I offer all services to my clients, from retirement to personal money management, Annuities and insurance. The only thing I don't offer is commodities.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...