$1MM AUM | $10,000 GDC in Aptos, CA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Aptos, CA, US
Fee 0% Commission 100%
Gross Revenue
$10,000
# of Accounts
7
Avg Client Age
65
Overview

Registered 38 years. Live in Alameda Co and Santa Cruz Co.
Retirement planning for clients emphasis.
Lead through financial planning .
Stocks, bonds, mutual funds, etf's.
Develop long term relationships with clients. Inter generational family relationships from birth to long term care planning, charitable bequests.

Extended Profile Information

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