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Financial Advisor   

$95MM AUM | $1MM GDC in San Diego, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
250
Avg Client Age
60

Overview

I lead a team of 3 and am seeking to grow the practice to 300 mill AUM. Our focus is on Goal Planning and asset management.

 
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