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Financial Advisor

$11MM AUM | $100,000 GDC in San Diego, CA

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$100,000
Number of Accounts
50
Avg Client Age
40

Overview

We are a financial planning and investment advisory business looking to expand into different markets and gain access to new communities. We have 3 CFP's in house and work extensively with our clients to make sure they are taken care of in the best means possible.

 
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