$55MM AUM | $535,000 GDC in Laguna Niguel, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Laguna Niguel, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$535,000.00
# of Accounts
525
Avg Client Age
63
Overview

in business since 1990
started with top producing Transamerica Newport Beach Branch
Mostly Local, Mom n Pop Account
Strong Life Insurance Background
401k Plan
Annuities
Mutual Funds
LOVE PEOPLE, LOVE MY PROFESSION!

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