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Financial Advisor   

$500,000 AUM | $200 GDC in Newport Beach, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Newport Beach, CA, US
12 Month Gross Revenue
$200
Number of Accounts
3
Avg Client Age
55

Overview

I am an employee of an RIA but I might be interested in purchasing a firm of my own. I've been a financial planner for 8 years now and may be ready to branch out and become a business owner.

 
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