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Financial Advisor   

$100MM AUM | $650,000 GDC in Roseville, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Roseville, CA, US
12 Month Gross Revenue
$650,000
Number of Accounts
800
Avg Client Age
62

Overview

I do comprehensive planning and asset allocation. I use a variety of products to suite my client base. A large portion of my business is fee based or receives a trail which gives me the ability to scale the business up considerably. I am interested in growing my practice through acquisitions. I have a team of advisors who I work with who can handle all types of business.

 
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