$64MM AUM | $400,000 GDC in San Francisco, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
San Francisco, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
225
Avg Client Age
58
Overview

I am looking to expand my book of business. I spend time cultivating each client relationship and work to make a positive difference in very thing I do. I have been a registered rep for 17 years and many of my clients have been with me for a very long time.

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