$13MM AUM | $120,000 GDC in Irvine, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Irvine, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
95
Avg Client Age
60
Overview

I began my career in financial services back in 1993, where I worked in both banking and lending. My passion was always to become a Advisor working with investments, which I attained in 2010.

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