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Financial Advisor   

$3MM AUM | $25,000 GDC in Carlsbad, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

40% Comm
60% Fee

General

Location
Carlsbad, CA, US
12 Month Gross Revenue
$25,000
Number of Accounts
48
Avg Client Age
53

Overview

I like to have a very intimate knowledge of my clients assets. I use EMA / EMX advisor software tools and am a comprehensive advisor. My max. client base will be 250 client households; 400 to 450 max. client base.

 
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