$110MM AUM | $650,000 GDC in Irvine, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Irvine, CA, US
Fee 0% Commission 100%
$650,000
Gross Revenue
500
# of Accounts
60
Avg Client Age
Overview

Dedicated to helping clients build consistent, sustainable incomes for life.
I am looking to grow the business and help other advisors increase their AUM and influence in the market.

Extended Profile Information

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