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Financial Advisor   

$10MM AUM | $100,000 GDC in Thousand Oaks, CA

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Thousand Oaks, CA, US
12 Month Gross Revenue
$100,000
Number of Accounts
30
Avg Client Age
55

Overview

I have a client focused RIA firm. We are good at our work and take excellent care of our clients and their families.

 
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