$45MM AUM | $136,000 GDC in Long Beach, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Profile Age
594 days old
General
Location
Long Beach, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$136,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

I have been in the business for 12 years and mainly work with small business and individuals. My list of expertise includes wealth management, financial planning, retirement planning, income planning, social security planning, long term care, and tax preparation.

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