Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
822 days old
General
Location
Oakland, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$40,000.00
# of Accounts
20
Avg Client Age
55
Overview

I am growing my practice and looking for opportunities to expand while continuing a personal-oriented approach to client care.

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