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Financial Advisor

$468MM AUM | $2.8MM GDC in Temecula, CA

Member Level
Premier
Last Activity
today

Business Mix:

9% Comm
91% Fee

General

Location
Temecula, CA, US
12 Month Gross Revenue
$2,830,000
Number of Accounts
931
Avg Client Age
61

Overview

Our business is primarily fee based. We have 4 advisors and 8 staff members. We are very service oriented and our practice has grown dramatically through referrals as a result of the service we provide. When the other 2 advisors joined our firm, their production grew significantly as a result of our systems, our tremendous support staff and referrals.

 

Has Office Space to Share in Temecula, CA

We have a fantastic office design and environment. Check it out on our website. It lends itself to a very warm and inviting space to work and entertain clients.

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