Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Lincoln, CA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$23,000,000.00
Gross Revenue
$200,000.00
# of Accounts
200
Avg Client Age
65
Overview

I help my clients with retirement planning with an emphasis on retirement distribution planning. I frequently use annuities to help low risk tolerance clients generate reliable income while maintaining balanced portfolios.

I would like to be a part of another advisor's succession plan.

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