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Financial Advisor   

$17,759MM AUM | $100MM GDC in Brea, CA

Member Level
Premier
Last Activity
today

Business Mix:

76% Comm
24% Fee

General

Location
Brea, CA, US
12 Month Gross Revenue
$100,600,000
Number of Accounts
1,699
Avg Client Age
70

Overview

We are a diversified financial planning practice looking to acquire other practices that are brokerage and fee based. We are focused on building and maintaining clients relationships with educational workshops and individualized planning and advice.

 
Extended Profile Information

Peer to Peer
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New Opportunities Daily
Zero Transaction Fees
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