$12MM AUM | $120,000 GDC in San Josee, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
San Josee, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
15
Avg Client Age
57
Overview

Safe money adviser. managed accounts with PRF stocks and tax free bond. Whole life insurance. single premium LTC
Have real estate license and tax planning CRTP

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