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Financial Advisor   

$15MM AUM | $150,000 GDC in Mission Viejo, CA

Member Level
Premier
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Mission Viejo, CA, US
12 Month Gross Revenue
$150,000
Number of Accounts
40
Avg Client Age
56

Overview

Looking for the right acquisition. I look for clients interesting in goal based investing and financial planning. I have 14 years experience in financial services and have worked on Wall Street and London. I bring a unique background and experience to my clients. If you would like to find a good home for your clients. Please connect with me.

Thanks for the opportunity.

 
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