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Financial Advisor   

$2MM AUM | $22,800 GDC in Manhattan Beach, CA

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Manhattan Beach, CA, US
12 Month Gross Revenue
$22,800
Number of Accounts
10
Avg Client Age
50

Overview

Growing my AUM practice while serving a thriving insurance business. I work in Long Term Care, Disability Income and Life Insurance for business owners and the seemingly uninsurable (medical history, line of work, non US citizens...)

 
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