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Financial Advisor

AUM | GDC in Anaheim, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Anaheim, CA, US
Avg Client Age
55

Overview

Previously owned a BD/RIA in Southern California. Sold that firm and now starting a new RIA in which my wife and I are owners. We are currently recruiting reps to the firm but also are interested in purchasing books of business for personal production

 
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