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Financial Advisor   

$65MM AUM | $610,000 GDC in Newbury Park, CA

Member Level
Basic
Last Activity
within 3 months

Business Mix:

25% Comm
75% Fee

General

Location
Newbury Park, CA, US
12 Month Gross Revenue
$610,000
Number of Accounts
150
Avg Client Age
60

Overview

We are a full service firm working with retirees and those saving for it. We want to be bionic - better, stronger and faster, and are looking for strategic partnerships and/or continuity solutions for our clients and our practice. We're looking to work with other advisor/firms affiliated with or willing to join LPL.

 
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