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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
San Josee, CA, US
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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