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Financial Advisor   

$2MM AUM | $25,000 GDC in San Diego, CA

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$25,000
Number of Accounts
4
Avg Client Age
50

Overview

Fee based wealth management services

 
Extended Profile Information

Peer to Peer
Finance
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Zero Transaction Fees
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