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Financial Advisor   

$2MM AUM | $10,000 GDC in La Jolla, CA

Member Level
Lite
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
La Jolla, CA, US
12 Month Gross Revenue
$10,000
Number of Accounts
10
Avg Client Age
40

Overview

100% managed money through interactive brokers money manager portal. Heavy focus on millennial business.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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