Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
341 days old
General
Location
San Diego, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$200,000.00
# of Accounts
200
Avg Client Age
55
Overview

I am now registered investment advisor in the business for 25 years took time off however I’m now back in the business. Many years of experience and success
And now looking to continue to work hard and grow my business through acquisitions

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