Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
San Dimas, CA, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$18,000,000.00
Gross Revenue
$200,000.00
# of Accounts
150
Avg Client Age
54
Overview

Growing my business through marketing and tax preparation. I pride myself on great service and focus on managed money, indexed annuities, and some alternatives to provide diversification. Systems and technology make my practice scalable to add a large book without losing touch with clients. Also looking to assist advisors transitioning into retirement.

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