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Financial Advisor   

$40MM AUM | $294,744 GDC in Eureka, CA

Member Level
Basic
Last Activity
this month

Business Mix:

80% Comm
20% Fee

General

Location
Eureka , CA, US
12 Month Gross Revenue
$294,744
Number of Accounts
700
Avg Client Age
60

Overview

I am an ambitious Financial Advisor that does everything I can to add value to the financial situation of the clients that I work with. I have been in the business for 4.25 years and have completed the Edward Jones Financial Advisor Career Development program and CUNA's Honors Academy training program. I started in this business with negligible connections and have found out a way to not only survive but to make a great living. I am working my way through my second course of the CFP (through the CFFP). I was recruited to take over a book of business after a few successful years at Edward Jones and am not being recruited to take over a larger book at another BD (should start at the end of this month). I took a position with Edward Jones out of college in my college town (Arcata, CA) where I had just wrapped a football career. I am looking for opportunities in Humboldt County or San Diego County where I am originally from. I would love to discuss how I could help you transition into retirement while knowing that your clients are being well taken care of.

 
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