Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Irvine, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$650,000.00
# of Accounts
500
Avg Client Age
60
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...