Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Valencia, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$44,000,000.00
Gross Revenue
$220,000.00
# of Accounts
120
Avg Client Age
68
Overview

Growing practice with a senior advisor (23 years as a registered rep., 11 yrs. institutional banking exp.) looking to acquire a practice/provide succession opportunity. Current practice is fee and commission based. Extremely client focused.

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