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Financial Advisor

$85MM AUM | $725,000 GDC in San Diego, CA

Member Level
Basic
Last Activity
within 2 months

Business Mix:

2% Comm
98% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$725,000
Number of Accounts
150
Avg Client Age
55

Overview

Fee based wealth management services

 
Extended Profile Information

Peer to Peer
Finance
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Zero Transaction Fees
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