Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
802 days old
General
Location
Gilbert, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$250.00
# of Accounts
210
Avg Client Age
50
Overview

I am focused on holistic financial planning and investment guidance. I use TPMM for almost all of my investment accounts so that I can focus my time on financial planning with those clients that want that service.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...