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Financial Advisor   

$85MM AUM | $650,000 GDC in San Diego, CA

Member Level
Basic
Last Activity
within 2 months

Business Mix:

35% Comm
65% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$650,000
Number of Accounts
750
Avg Client Age
60

Overview

22 Year Financial Advisor with acquisition experience located in Mission Valley, San Diego

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging