Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
176 days old
General
Location
Huntington Beach, CA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$217,394,783.00
Gross Revenue
$220,000.00
# of Accounts
238
Avg Client Age
65
Overview

8 years experience of holistic financial planning, client management and investment management. Looking to purchase a book of business to continue great work advisors have already built.

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