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Financial Advisor   

$130MM AUM | $750,000 GDC in San Bernardino, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
San Bernardino, CA, US
12 Month Gross Revenue
$750,000
Number of Accounts
500
Avg Client Age
60

Overview

Focus on Investment Management and Retirement Planning.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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