$480,000 AUM in Santa Clara, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
275 days old
General
Location
Santa Clara, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$480,000.00
# of Accounts
1
Avg Client Age
66
Overview

Advisor with 10 years of industry experience and CFP designation. Spent the past 8 years building a practice with Schwab and now I've become an independent advisor with Cambridge. Looking to build a fee based practice with revenue coming from managed money, financial planning fees, 401k business and insurance commissions.

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