$30MM AUM | $300,000 GDC in Roseville, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Roseville, CA, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
400
Avg Client Age
55
Overview

looking to purchase or be part of a continuity plan to an advisor age 60+, I'm 42 and have been in the business since 1996. I have a very diversified practice and have my own branch in
Roseville but looking to grow my practice.

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