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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Manhattan Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$22,800.00
# 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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